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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| AL | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2026-01-22 |
| IL | RA | APPROVED | 2024-02-21 |
Branch Locations
55 East Loop Road Suite 101, Wheaton, IL 60189 • United States
Clarendon Hills, IL • 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 |
|---|---|---|---|---|
| Tiaa | Chicago | IL | 11/2015 | 09/2019 |
| Teachers Personal Investors Services, Inc. | Chicago | IL | 11/2015 | 12/2016 |
| Nuveen Securities, Llc | Chicago | IL | 01/2017 | 09/2019 |
| Fidelity Brokerage Services, Llc | Oak Brook | IL | 08/2020 | 09/2021 |
| Unemployed | Clarendon Hills | IL | 10/2019 | 07/2020 |
| Charles Schwab & Co., Inc. | Oak Brook | IL | 09/2021 | 01/2024 |
| Charles Schwab Bank, Ssb | Oak Brook | IL | 09/2021 | 01/2024 |
| Tiaa | Chicago | IL | 01/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Chicago | IL | 01/2024 | Present |
| Fidelity Personal And Workplace Advisors | Oakbrook | IL | 10/2020 | 09/2021 |
| Nuveen Asset Management Llc | Chicago | IL | 01/2017 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-13 |
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