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500 Park Blvd Ste 1400, Itasca, IL 60143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
| IL | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Burr Ridge | IL | 03/2020 | 04/2025 |
| Ejmk Ventures Llc D/B/A Pendulum Wealth Partners | Itasca | IL | 05/2025 | Present |
| Purshe Kaplan Sterliing Investments | Albany | NY | 05/2025 | Present |
| Ameriprise Financial Services, Inc. | Chicago | IL | 05/2006 | 03/2020 |
1. EJMK Ventures, LLC d/b/a Pendulum Partners. Investment-related. At registered location. RIA. Owner. 04/2025. 160 hrs/month. 160 hrs during trading hrs. Lead advisor and owner. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 04/2025. 2 hrs/month. 2 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. The Robert Michael Wood Foundation. Not investment-related. 375 N Oak St, Elmhurst, IL 60126. Charitable/Non-Profit Organization. Board member. 05/2015. 2 hrs/month. 0 hrs during trading hrs. I am the president of this foundation which benefits families of children affected by Pediatric Stroke and families of the NICU. I oversee events and donations made to families in need of assistance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-05 |
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