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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-06 |
Branch Locations
570 Lake Cook Road Suite 128, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of St. Thomas | St. Paul | MN | 08/2016 | 06/2019 |
| Two Men And A Truck | Mundelein | IL | 06/2017 | 08/2017 |
| Granite Logistics | Minneapolis | MN | 06/2018 | 08/2018 |
| Northern Trust Corporation | Chicago | IL | 06/2019 | 09/2021 |
| Great Lakes Advisors, Llc | Chicago | IL | 09/2021 | 10/2025 |
| Wintrust Investments, Llc | Chicago | IL | 09/2021 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| The Pinnacle Financial Group | Deerfield | IL | 10/2025 | Present |
Fixed insurance sales; Located at 570 Lake Cook Road, Suite 128, Deerfield, IL 60015, as of 03/03/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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