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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED_RES | 2025-03-28 |
Branch Locations
6241 Main St, Downers Grove, IL 60516 • United States
7501 Cass Ave, Darien, IL 60561 • United States
7501 Lemont Road, Woodridge, IL 60517 • 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 |
|---|---|---|---|---|
| Amazon Flex | Chicago | IL | 08/2020 | 02/2025 |
| Comcast Xfinity | Chicago | IL | 07/2020 | 09/2020 |
| At&T | Chicago | IL | 09/2019 | 06/2020 |
| Sprint | Chicago | IL | 07/2015 | 07/2019 |
| Bank Of America N.A./Merrill Lynch, Pierce, Fenner & Smith Inc | Chicago | IL | 11/2020 | 03/2025 |
| J.P. Morgan Securities Llc | Woodridge | IL | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Woodridge | IL | 03/2025 | Present |
| Unemployed | Chicago | IL | 08/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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