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101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-23 |
Branch Locations
101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 08/2015 | 04/2022 |
| Unemployed | Amherst | NY | 04/2022 | 09/2022 |
| Northwest Bank | Williamsville | NY | 09/2022 | 08/2024 |
| Lpl Financial Llc | Williamsville | NY | 10/2022 | 08/2024 |
| Zacks Investment Management | Chicago | IL | 01/2025 | Present |
| Unemployed | Amherst | NY | 09/2024 | 12/2024 |
1)10/19/2022 - Northwest Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-20 |
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