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24 East Washington St., Suite 875, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-09 |
Branch Locations
24 East Washington St., Suite 875, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chicago | IL | 03/2022 | 04/2024 |
| Jpmorgan Securities Llc | Chicago | IL | 03/2022 | 04/2024 |
| Bessemer Trust Company | Chicago | IL | 05/2016 | 03/2022 |
| Wavvest Holdings Inc. | Chicago | IL | 05/2024 | Present |
| Wavvest Wealth Llc | Chicago | IL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-10 |
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