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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-04 |
Branch Locations
520 Lake Cook Road Suite 520, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rotunda Strategy | Highland Park | IL | 10/2010 | Present |
| Goliath Enterprises | Highland Park | IL | 01/2010 | Present |
| The Bensman Group | Bannockburn | IL | 08/2014 | 07/2019 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 07/2019 |
| Strategic Wealth Partners | Deerfield | IL | 07/2019 | 05/2024 |
| Kovitz Investment Group Partners, Llc | Deerfield | IL | 05/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Power of the Golf Ball; Not investment related; 291 Northfield Road Northfield, IL 60093; Indoor Golf Center; Partner/Business Manager; Occasional help with business activities; since 11/2015; 10 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-24 |
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