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2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-20 |
Branch Locations
2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States
Cumming, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merino Wealth Management | Glenview | IL | 03/2026 | Present |
| Self Employed | Cumming | GA | 06/2007 | 02/2019 |
| J.P. Morgan Securities Llc | Cumming | GA | 03/2019 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | Cumming | GA | 03/2019 | 09/2019 |
| Independent Insurance Broker | Cumming | GA | 10/2019 | 01/2020 |
| Modern Woodmen Financial Services | Dawsonville | GA | 02/2020 | 02/2022 |
| Mwa Financial Services Inc | Dawsonville | GA | 02/2020 | 02/2022 |
| Citizens Securities, Inc. | Cumming | GA | 02/2022 | 05/2024 |
| Massmutual Life Insurance Co | Cumming | GA | 06/2024 | 01/2026 |
| Mml Investors Services, Llc | Cumming | GA | 07/2024 | 01/2026 |
(1)Name: Piedmont Divorce Planning, LLC Inv Rel: N Add: 2100 Westshore Dr, Suite 223, Cumming, GA 30041 Nature: Consulting Position: President/Owner Start Date: 5/25/2024 No. Hr/Mo: 40 No. Hr/Mo During Sec Trading: 20 Duties: Prepare financial documents and analyses for the purpose of equitable division of assets in a divorce. (2)Name: Foundation for Financial Planning Inv Rel: Y Add: At Residential Address Nature: Board Service Position: Financial Coach Start Date: 03/07/2025 No. Hr/Mo: 4 No. Hr/Mo During Sec Trading: 1 Duties: Volunteer as a Financial Coach to help widows and widowers understand their current financial situation in order to make informed decisions and avoid costly mistakes during a time of crisis, address various financial topics to guide them on steps to take.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2017-10-24 |
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