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233 South Wacker Drive Suite 1800, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-04 |
Branch Locations
233 South Wacker Drive Suite 1800, Chicago, IL 60606 • United States
150 Jfk Parkway Suite 520, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willis Hrh | Cranford | NJ | 07/1991 | 09/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 03/2021 |
| Kestra Investment Services, Llc | Short Hills | NJ | 03/2021 | 09/2024 |
| Kestra Advisory Services, Llc | Short Hills | NJ | 03/2021 | 09/2024 |
| Willis Towers Watson | Short Hills | NJ | 07/1991 | Present |
| Foreside Fund Services, Llc | Short Hills | NJ | 10/2024 | Present |
1) Willis Towers Watson; Investment Related; Short Hills, NJ; Retirement Advisory; Associate Director - Investment; Start Date 7/9/1991; 160 Hrs Per Month, 100 During Trading Hrs; Advisor to retirement plans 2) Vita Amadeo Property Rental; Non-Investment Related; Playa del Carmen, Quintana Roo, Mexico; Rental of Condo; Condo Owner; Start 5/5/2024; 1 Hr Per Month, 0 During Trading Hrs; Rental fee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-25 |
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