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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-31 |
| IL | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wintrust Investments Llc | Naples | FL | 02/2022 | 09/2023 |
| Miromar Lakes Golf Club | Miromar Lakes | FL | 08/2019 | 02/2022 |
| Park Ridge Country Club | Park Ridge | IL | 07/2012 | 08/2019 |
| Wintrust Investments Llc | Barrington | IL | 10/2023 | 05/2025 |
| Wintrust Investments Llc | Hoffman Estates | IL | 10/2023 | 01/2025 |
| Unemployed | Barrington | IL | 05/2025 | Present |
| Fifth Third Bank | Crystal Lake | IL | 07/2025 | Present |
| Fifth Third Securities | Crystal Lake | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-29 |
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