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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-23 |
Branch Locations
950 Essington Road Suite 2A, Joliet, IL 60435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stofan Agazzi Investments | Joliet | IL | 12/2022 | 01/2024 |
| Wermer, Rogers, Doran & Ruzon | Joliet | IL | 12/2019 | 12/2022 |
| Clifton Larson Allen | Oak Brook | IL | 05/2011 | 12/2019 |
| Lpl Financial Llc | Joliet | IL | 01/2023 | 01/2024 |
| Stifel Independent Advisors, Llc | Joliet | IL | 01/2024 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Pursuit Wealth Group | Joliet | IL | 01/2026 | Present |
1.Co-Owner, Take Five Properties, LLC; an entity created for the purpose of buying and managing residential real estate in Naples, FL & Shorewood, IL, as of 04/2024; 0% time spent during business hours; Not Conducted at branch; Investment related. 2.Tax Preparation, JRM Consulting; Located in Shorewood, IL, as of 12/2022; 5% time spent during business hours; Not conducted at branch; Not investment related. 3.Fixed insurance sales; as of 01/06/2026; 0% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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