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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-26 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
10 S Dearborn St, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Financial, Inc. | Kansas City | MO | 05/2006 | 06/2017 |
| Ivy Distributor, Inc. | Overland Park | KS | 01/2012 | 06/2017 |
| Unemployed | Downers Grove | IL | 06/2017 | 01/2018 |
| Fifth Third Securities, Inc. | Chicago | IL | 01/2018 | 05/2018 |
| Fifth Third Bank | Chicago | IL | 01/2018 | 05/2018 |
| Cantor Fitzgerald & Co. | Chicago | IL | 06/2018 | 05/2019 |
| Cantor Fitzgerald Investment Advisors | Chicago | IL | 06/2018 | 05/2019 |
| Unemployed | Downers Grove | IL | 05/2019 | 10/2019 |
| Integrity Funds Distributor, Llc | Minot | ND | 10/2019 | 09/2021 |
| Morgan Stanley | Chicago | IL | 05/2022 | 10/2024 |
| Empower/Personal Capital Advisors Corporation | Chicago | IL | 09/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Chicago | IL | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 10/2024 | Present |
| Personal Capital Advisors Corporation | Chicago | IL | 09/2021 | 05/2022 |
| Waddell & Reed | Kansas City | MO | 05/2006 | 06/2017 |
| Integrity Viking Funds | Chicago | IL | 10/2019 | 09/2021 |
| Ivy Investments | Overland Park | KS | 05/2006 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
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