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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rolling Green Country Club-Club Corp. | Arlington Heights | IL | 06/2017 | 02/2018 |
| Kessel Heat Basketball | Libertyville | IL | 12/2017 | 06/2018 |
| Astron Dental Corporation | Lake Zurich | IL | 02/2018 | 06/2020 |
| Erj Dining, Llc / Manna | Lake Zurich | IL | 01/2016 | 05/2016 |
| Robert Morris University | Elgin | IL | 02/2018 | 11/2019 |
| Merrill Lynch / Bank Of America | Rolling Meadows | IL | 07/2020 | 01/2025 |
| J.P Morgan Securities Llc | Lake Zurich | IL | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Lake Zurich | IL | 02/2025 | Present |
| Terminix International (Vantage Marketing) | Dallas | TX | 01/2016 | 01/2017 |
| Unemployed | Lake Zurich | IL | 02/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-09 |
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