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101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-03-08 |
Branch Locations
101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Winnetka | IL | 08/2015 | 05/2021 |
| Charles Schwab Bank Ssb | Winnetka | IL | 08/2015 | 05/2021 |
| Iht Wealth Management | Chicago | IL | 06/2021 | 02/2022 |
| Zacks Investment Management | Chicago | IL | 02/2022 | Present |
| Lbmz Securities, Inc. | Chicago | IL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2007-06-06 |
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