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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 01/2023 | 05/2025 |
| The City Of Ann Arbor Huron Hills Golf Course | Ann Arbor | MI | 05/2019 | 08/2020 |
| Fidelity Investments | Westlake | TX | 06/2021 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2022 | 08/2022 |
| The Ohio State University | Columbus | OH | 01/2020 | 03/2020 |
| Huron High School | Ann Arbor | MI | 08/2015 | 06/2019 |
| The Ohio State University | Columbus | OH | 08/2019 | 05/2023 |
| Bank Of America, N.A. | Columbus | OH | 06/2023 | 06/2025 |
| Three Creeks Capital Management | Columbus | OH | 06/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 06/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2025 | Present |
1. NAME OF OTHER BUSINESS: THREE CREEKS CAPITAL MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 6/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: SUPPORTING FINANCIAL ADVISORS AT THREE CREEKS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
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