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333 S. Wabash Avenue 34Th Floor, Chicago, IL 60604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-16 |
Branch Locations
50 South Lasalle, Chicago, IL 60603 • United States
2398 E. Camelback Road, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| Jazzercise, Inc. | Carlsbad | CO | 03/2001 | Present |
| Comerica Bank | Phoenix | AZ | 02/2006 | 09/2017 |
| Bank Of America, N.A. | Phoenix | AZ | 12/2017 | 04/2026 |
| Northern Trust Company | Phoenix | AZ | 04/2026 | Present |
| Northern Trust Securities, Inc. | Phoenix | AZ | 04/2026 | Present |
I teach Jazzercise class a couple of times a week if time allows.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-29 |
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