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700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-06-03 |
Branch Locations
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • 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 |
|---|---|---|---|---|
| Pacific Life Insurance | Chicago | IL | 12/2010 | 01/2017 |
| Pacific Select Distributors | Newport Beach | CA | 12/2010 | 01/2017 |
| Protective Life Insurance Company | Oakbrook Terrace | IL | 12/2017 | 02/2019 |
| Proequities Inc | Oakbrook Terrace | IL | 12/2017 | 02/2019 |
| Self Employed | Oakbrook Terrace | IL | 02/2017 | 12/2017 |
| Unemployed | Oakbrook Terrace | IL | 02/2019 | 05/2019 |
| Rothschild Wealth, Llc | Oakbrook Terrace | IL | 05/2019 | Present |
| Halo Securities Llc | Oak Brook | IL | 05/2019 | 08/2023 |
Rothschild Wealth, LLC (fka Sentinus, LLC) - affiliated RIA, advisor, 35hrs/week. Start date 5/13/2019. Investment-Related. INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-05 |
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