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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-26 |
Branch Locations
300 Madison Avenue 7Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | St Petersburg | FL | 06/2015 | 12/2017 |
| Edward Jones | St Louis | MO | 12/2017 | 01/2021 |
| Blackrock | New York | NY | 06/2021 | 02/2025 |
| Blackrock Investments, Llc | New York | NY | 10/2021 | 02/2025 |
| Unemployed | St. Louis | MO | 01/2021 | 05/2021 |
| Cibc Private Wealth | New York | NY | 02/2025 | Present |
Ante Diem LLC, Employee as of January 2022. Assist with the maintaining financial model excel document for internal monitoring of revenue/expenses and creating financial snapshots for the company's owners at board of directors meetings. The company does not have any investments and I do not provide any investment advice. Company located at 575 Lexington Avenue, New York, NY 10022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-19 |
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