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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-06 |
Branch Locations
Crystal Lake, IL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Columbus | OH | 10/2012 | 11/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 01/2024 | 05/2024 |
| Manpower | Milwaukee | WI | 12/2023 | 05/2024 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 06/2024 | 08/2025 |
| Grove Point Investments, Llc | Rockville | MD | 06/2024 | 08/2025 |
| Lincoln Investment | Fort Washington | PA | 01/2026 | Present |
| Unemployed | Crystal Lake | IL | 08/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
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