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225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-07-17 |
| IL | RA | APPROVED | 2023-07-14 |
| LA | RA | APPROVED | 2023-07-14 |
Branch Locations
332 S Michigan Ave Suite 9069, Chicago, IL 60604 • United States
225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 10/2021 | 04/2023 |
| Kohl's Corporation | Milwaukee | WI | 08/2020 | 10/2021 |
| Lowell Center At Uw-Madison | Madison | WI | 10/2019 | 05/2020 |
| Kohl's Corporation | Milwaukee | WI | 05/2019 | 08/2019 |
| Core-Rx Communications | Oak Brook | IL | 06/2018 | 08/2018 |
| Uw-Madison Office Of Human Resources | Madison | WI | 09/2017 | 05/2018 |
| University Of Wisconsin-Madison | Madison | WI | 08/2016 | 05/2020 |
| J. Crew | Oak Brook | IL | 07/2018 | 01/2019 |
| University Of Wisconsin - Madison Union South Kiosks | Madison | WI | 02/2017 | 05/2017 |
| Lakewood Asset Management | Chicago | IL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
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