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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-10 |
Branch Locations
1380 Patriot Blvd, Glenview, IL 60026 • United States
30 S Wacker Dr Fl 40 [Wi-Rbo], Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Chicago | IL | 06/2010 | 06/2018 |
| Lincoln Financial Advisors | Chicago | IL | 06/2018 | 11/2024 |
| Peerless Practice Llc | Vernon Hills | IL | 09/2020 | 05/2021 |
| Lincoln Financial Advisors | Chicago | IL | 06/2018 | 09/2020 |
| Us Bancorp Investments | Rosemont | IL | 06/2010 | 06/2018 |
| Fifth Third Bank | Rosemont | IL | 06/2021 | 11/2024 |
| Fifth Third Securities | Rosemont | IL | 06/2021 | 11/2024 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2024 | Present |
ST MARY OF VERNON CATHOLIC CHURCH; NOT INV RELATED;VERNON HILLS,IL; RELIGIOUS EDUCATION.; START DATE: 04/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-24 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-29 |
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