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2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-06 |
Branch Locations
2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L'BRi | Chicago | IL | 04/2014 | 12/2016 |
| Associated Investment Services, Inc. | Green Bay | WI | 06/2014 | 04/2017 |
| Park Piedmont Advisors Llc | Chicago | IL | 04/2017 | 06/2021 |
| Park Piedmont Advisors Llc | Chicago | IL | 05/2019 | 06/2021 |
| Wellacre Global Wealth Advisors | Santa Monica | CA | 06/2021 | 11/2023 |
| Guided By Grace Llc | Tempe | AZ | 07/2021 | 06/2026 |
| Merino Wealth Management | Glenview | IL | 06/2026 | Present |
Emmaus Road LLC & E Kuehl Farmhouse LLC; Not Investment Related; 1301 Washington St, Valparaiso, IN 46383; Real Estate; Agent/Owner; 10 hrs/month; 0 hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-15 |
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