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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-06 |
Branch Locations
Willis Tower 233 South Wacker Drive, Suite 8200 Region 5, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Portfolio Logic, Llc | St. Charles | IL | 05/2014 | 10/2016 |
| Innovation Partners Llc | Charlotte | NC | 05/2016 | 10/2016 |
| Scottrade, Inc. | St. Charles | IL | 10/2016 | 09/2018 |
| Td Ameritrade, Inc. | St. Charles | IL | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | St. Charles | IL | 12/2022 | 12/2023 |
| Covenent Trust Company | Chicago | IL | 01/2024 | 10/2024 |
| Sgl Financial, Llc | Buffalo Grove | IL | 10/2024 | 01/2025 |
| Morgan Stanley | Chicago | IL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
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