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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-22 |
Branch Locations
3820 West Belmont Avenue, Chicago, IL 60618 • United States
5455 W Belmont Avenue, Chicago, IL 60641 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 06/2013 | 10/2017 |
| Pnc Wealth Management | Chicago | IL | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Chicago | IL | 10/2017 | 06/2022 |
| Charles Schwab Bank | Chicago | IL | 11/2019 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 08/2022 | 08/2024 |
| Bank Of America N.A. | Chicago | IL | 11/2022 | 08/2024 |
| The Prudential Insurance Company Of America | Chicago | IL | 09/2024 | 05/2026 |
| Pruco Securities Llc | Chicago | IL | 09/2024 | 11/2024 |
| Lpl Enterprise, Llc | Chicago | IL | 11/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-13 |
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