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500 Park Blvd Ste 1400, Itasca, IL 60143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2018 | 06/2021 |
| Unemployed | Highlands Ranch | CO | 05/2015 | 07/2018 |
| Lpl Financial, Llc | Westchester | IL | 07/2021 | 03/2022 |
| Raymond James Financial Services, Inc. | Lake Geneva | WI | 07/2022 | 09/2023 |
| Form Wealth Advisors, Llc | Lake Geneva | WI | 06/2022 | 09/2023 |
| Raymond James Financial Services Advisors, Inc | Lake Geneva | WI | 07/2023 | 09/2023 |
| Lpl Financial Llc | Itasca | IL | 09/2023 | 02/2025 |
| Wealth Enhancement Group | Itasca | IL | 09/2023 | 02/2025 |
| Wealth Enhancement Advisory Services | Itasca | IL | 09/2023 | 02/2025 |
| Wealth Enhancement Brokerage Services | Itasca | IL | 09/2023 | 02/2025 |
| Ameriprise Financial Services, Llc | Burr Ridge | IL | 03/2025 | 05/2025 |
| Ejmk Ventures Llc D/B/A Pendulum Wealth Partners | Itasca | IL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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