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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-21 |
Branch Locations
263 Shuman Blvd Ste 275, Naperville, IL 60563-7700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lighthouse Institute, Inc. | North Aurora | IL | 02/2016 | 01/2018 |
| Lpl Financial, Llc | Naperville | IL | 06/2014 | 03/2024 |
| Redwing Financial, Llc | Naperville | IL | 02/2018 | 03/2024 |
| Santo Cielo | Naperville | IL | 07/2019 | 04/2021 |
| A Toda Madre | Glen Ellyn | IL | 09/2021 | 04/2022 |
| Mayneland Farmstand | Naperville | IL | 05/2022 | 10/2022 |
| St. Charles Cpa | Naperville | IL | 08/2022 | 03/2024 |
| Raymond James & Associates, Inc | Naperville | IL | 02/2025 | Present |
| Homemaker | Oak Park | IL | 03/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-07 |
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