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303 East Wacker Drive Suite 2103, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-16 |
Branch Locations
303 East Wacker Drive Suite 2103, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 10/2011 | 04/2018 |
| Jpmorgan Chase Bank | Chicago | IL | 10/2011 | 04/2018 |
| Raymond James & Associates, Inc. | Chicago | IL | 04/2018 | 01/2026 |
| Cohen Capital Advisors, Llc Dba Cohen Capital | Chicago | IL | 01/2026 | Present |
Licensed insurance professional; same address; not investment-related; less than 10% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-04 |
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