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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-11 |
| WI | RA | APPROVED | 2025-07-10 |
Branch Locations
600 N Buffalo Grove Rd Ste 100, Buffalo Grove, IL 60089 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Melville | NY | 03/2000 | 05/2021 |
| Fidelity Investments | Chicago | NY | 05/2021 | 03/2022 |
| Jpmorgan Chase Bank Na | Chicago | IL | 05/2022 | 05/2025 |
| Jpmorgan Securities Llc | Chicago | IL | 05/2022 | Present |
| Unemployed | Mastic Beach | NY | 04/2022 | 04/2022 |
| Wealth Financial Services & Tax Advisory | Buffalo Grove | IL | 05/2025 | Present |
| Brookstone Capital Management | Wheaton | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-15 |
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