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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
22 West Washington Street, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business Financial Group | San Antonio | TX | 09/2014 | 09/2019 |
| Commonwealth Financial Network | Waltham | MA | 09/2014 | 09/2019 |
| Dimensional Fund Advisors | Austin | TX | 09/2019 | 09/2023 |
| Morningstar Investment Management Llc | Chicago | IL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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