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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-12 |
Branch Locations
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Florence, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Florence | KY | 04/2016 | 05/2017 |
| Fifth Third Securities | Florence | KY | 06/2016 | 05/2017 |
| Ftj Fundchoice, Llc | Hebron | KY | 06/2017 | 10/2019 |
| Aspiriant | Cincinnati | OH | 11/2019 | 11/2020 |
| Orion Portfolio Solutions, Llc | Hebron | KY | 11/2020 | 11/2020 |
| Liberty One Investment Management | Libertyville | IL | 12/2020 | Present |
| Avi Foodsystems | Warren | OH | 07/2026 | Present |
(1) AVI Foodsystems; Not investment-related; 2590 Elm Road NE Warren, Ohio 44483; Food service company; Started: 7/13/2026; Market merchandiser; Stock/maintain vending machines and markets (non-securities related); 15 hours per week will be spent on the job, not during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-26 |
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