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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-03 |
Branch Locations
601 S. Clark St, Chicago, IL 60605 • United States
2401 N Halsted St, Chicago, IL 60614 • United States
244 S. Franklin, Chicago, IL 60606 • United States
57 E. Randolph, Chicago, IL 60601 • United States
800 W Madison St, Chicago, IL 60607 • United States
222 S. Riverside Plaza, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Mass Mutual Chicago | Chicago | IL | 09/2016 | 08/2017 |
| Ameriprise Financial Services Inc | Chicago | IL | 08/2018 | 03/2020 |
| Encompass Investments, A Division Of Verity Investments, Inc. | Durham | NC | 01/2021 | 10/2022 |
| Nb Allen & Associates | Skokie | IL | 09/2014 | 07/2018 |
| Appreciation Financial | Henderson | NV | 02/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 10/2022 | 04/2023 |
| Bank Of America, N.A. | Chicago | IL | 10/2022 | 04/2023 |
| Pruco Securities, Llc | Chicago | IL | 11/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Chicago | IL | 11/2023 | 03/2026 |
| Unemployed | Chicago | IL | 05/2023 | 10/2023 |
| Lpl Enterprise, Llc | Chicago | IL | 11/2024 | 03/2026 |
| Fifth Third Bank | Chicago | IL | 03/2026 | Present |
| Fifth Third Securities | Chicago | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-18 |
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