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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 | 2024-07-01 |
Branch Locations
30 S Wacker Dr Fl 40 [Wi-Rbo], Chicago, IL 60606 • United States
125 S Wacker Dr, Chicago, IL 60606 • United States
935 W Randolph St, Chicago, IL 60607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Clarkston | MI | 08/2013 | 05/2023 |
| Jpmorgan Chase Bank | Clarkston | MI | 07/2011 | 05/2023 |
| Raymond James Financial Services, Inc | Schererville | IN | 08/2023 | 09/2023 |
| Raymond James Financial Services Advisors, Inc. | Schererville | IN | 08/2023 | 09/2023 |
| Yellow Cardinal Brokerage Services | Schererville | IN | 08/2023 | 09/2023 |
| First Financial Bank | Schererville | IN | 08/2023 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 06/2024 | Present |
| Wells Fargo Bank, Na | Chicago | IL | 06/2024 | Present |
| Ushealth Advisors | Chicago | IL | 09/2023 | 06/2024 |
EZ CHICAGO LLC; INVESTMENT RELATED; CHICAGO, IL; 100% OWNER WITH SPOUSE; 01/14/2025; 10 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; RENTAL PROPERTY | RENTAL PROPERTY; INVESTMENT RELATED; CHICAGO, IL; 100% OWNER WITH SPOUSE; 01/17/2025; 10 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; MANAGE RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-10 |
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