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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agortles Dessert Shop, Llc | Chicago | IL | 01/2010 | Present |
| Northern Trust Bank | Chicago | IL | 02/2015 | 12/2020 |
| Northern Trust Securities Inc. | Chicago | IL | 02/2015 | 12/2020 |
| Nylife Securities Llc | Deerfield | IL | 02/2021 | 11/2021 |
| New York Life Insurance Co | Deerfield | IL | 03/2021 | 11/2021 |
| Clearwater Analytics | Boise | ID | 01/2021 | 04/2021 |
| Robinhood Financial, Llc | Chicago | IL | 11/2021 | 08/2022 |
| J.P. Morgan Securities Llc | Chicago | IL | 09/2022 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 09/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 02/2024 | 07/2026 |
| Bank Of America, N.A. | Chicago | IL | 03/2024 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 07/2026 | Present |
Entity Name: AGORTLES Dessert Shop, LLC DBA The One Cookie Company: Not related to Investment: 9033 S. Jeffery Blvd.: Chicago, IL 60617 "Nature of the other business: Baking Position/Title/Relationship: Owner/Partner Start Date: 01/01/2010 Approximate 0 hours a week: Approximate 15 of hours during securities trading hours: Briefly describe your duties: Pastry baking business Agortles Dessert Shop is a manufacture of nostalgic made-from-scratch desserts I*3131279 Entity Type: Entity For Profit Name of OBA: AGORTLES Dessert Shop, LLC DBA The One Cookie Company Address: Chicago, Illinois, 60617 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/05/2025 Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: Sell baked goods Oversee the development, production and sale of baked goods.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-19 |
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