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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-03
TX RA APPROVED 2024-05-03
  • IL RA
    APPROVED
    Since 2024-05-03
  • TX RA
    APPROVED
    Since 2024-05-03

Branch Locations

121 W. Campbell, Arlington Heights, IL 60005 • United States

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc. North Shore IL 02/2015 05/2024
City National Bank Buffalo Grove IL 09/2019 05/2024
&Partners, Llc Nashville TN 05/2024 Present
  • 02/2015 → 05/2024
    North Shore, IL
  • 09/2019 → 05/2024
    City National Bank
    Buffalo Grove, IL
  • 05/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Other Businesses

MISSION 17 MEDIA, INC. POSITION: Director / Secretary NATURE: Entity will collect our K-1 payments and pay rent to our 3rd & Heights, LLC entity that owns the new office space. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/31/2025 ADDRESS: 1614 Meadow Ln, Glenview, IL DESCRIPTION: Facilitate payments for monthly rent and mortgage on office space. 3RD & HEIGHTS, LLC POSITION: Member NATURE: Entity's sole purpose is to hold the real estate 121 W Campbell, Arlington Heights, IL 60005 that we are purchasing as our new advisory office space. Links Private Wealth are the only occupants of the space. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/31/2025 ADDRESS: 1614 Meadow Lane, Glenview, IL DESCRIPTION: Facilitate receiving monthly rent payments from other entity Mission 17 Media and outgoing mortgage payments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-16
  • S66 Uniform Combined State Law Examination
    2016-08-16
Designations

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