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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-05 |
Branch Locations
227 W. Trade Street Suite, Charlotte, NC 28202 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Columbus | OH | 08/2016 | 05/2022 |
| Chase | Columbus | OH | 07/2016 | 05/2022 |
| Edelman Financial Engines Advisors | Boston | MA | 05/2022 | 09/2024 |
| Unemployed | Boston | MA | 09/2024 | 01/2025 |
| Merkau 380, Llc | Boston | MA | 01/2025 | Present |
| Choreo, Llc | Boston | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-08 |
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