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700 Commerce Drive Suite 170, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-22 |
Branch Locations
700 Commerce Drive Suite 170, Oak Brook, IL 60523 • United States
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-01-01 |
Branch Locations
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halo Securities Llc | Oak Brook | IL | 04/2016 | 08/2023 |
| Rothschild Wealth Llc | Oak Brook | IL | 09/2018 | Present |
| Rothschild Investment Llc | Chicago | IL | 09/2023 | Present |
| Rothschild Financial Partners, Llc | Oak Brook | IL | 05/2026 | Present |
ROTHSCHILD WEALTH LLC OAK BROOK IL PRESIDENT SINCE 09/2018 INVESTMENT RELATED ROTHSCHILD INVESTMENT LLC BROKER DEALER MANAGING DIRECTOR SINCE 09/2023 INVESTMENT RELATED Rothschild Financial Partners, LLC Investment Adviser President 05/2026 Investment Related INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-21 |
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