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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-02 |
Branch Locations
141 W Jackson Blvd Ste 2900, Chicago, IL 60604-3304 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Northbrook | IL | 07/2006 | 11/2017 |
| Charles Schwab Bank | Northbrook | IL | 07/2006 | 11/2017 |
| Jp Morgan Securities Llc | Chicago | IL | 12/2017 | 09/2021 |
| J & V Stoken | Chicago | IL | 05/2018 | 12/2019 |
| Lpl Financial Llc | Chicago | IL | 09/2021 | 04/2025 |
| Iht Wealth Management Llc | Chicago | IL | 09/2021 | 04/2025 |
| Ameriprise Financial Services, Llc | Chicago | IL | 04/2025 | Present |
Outside Employment; OKL, LLC; Financial Advisor; Manage advisory business; 7130 S Westnedge Ave , , Portage, MI, 49002; Investment-Related; 04/01/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-11 |
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