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191 Waukegan Rd. Suite 350, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-17 |
Branch Locations
191 Waukegan Rd. Suite 350, Northfield, IL 60093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Na | Austin | TX | 05/2010 | 06/2019 |
| J.P. Morgan Securities Llc | Austin | TX | 10/2012 | 06/2019 |
| Ubs Financial Services Inc | Chicago | IL | 06/2019 | 12/2019 |
| Jp Morgan Securities, Llc | Schaumburg | IL | 12/2019 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Schaumburg | IL | 12/2019 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 07/2023 | 03/2026 |
| Momentum Wealth Management | Northbrook | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
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