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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-24 |
| IN | RA | APPROVED | 2026-07-24 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-15 |
| IN | RA | APPROVED | 2026-07-15 |
Branch Locations
Arlington Heights, IL • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doubleline Capital Lp | Arlington Heights | IL | 10/2015 | 09/2016 |
| Foreside Fund Services | Arlington Heights | IL | 11/2015 | 09/2016 |
| American Century Investment Services Inc. | Kansas City | MO | 11/2016 | 11/2020 |
| Lpl Financial, Llc | Ilverness | IL | 11/2020 | 02/2022 |
| Rudwall Wealth Management Llc | Libertyville | IL | 02/2022 | 04/2024 |
| Ifp Securities, Llc | Tampa | FL | 04/2024 | 06/2026 |
| Independent Financial Partners | Tampa | FL | 04/2024 | 06/2026 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 06/2026 | Present |
(1) PKJ LLC - not investment related - 404 S WINDSOR DR, Arlington Heights, IL 60004 - Health care services referral - owner - start date 2/1/2022 - 20 hours/month - 4 hours/month during trading - Consulting and Referral Services for Health Care
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S66 | Uniform Combined State Law Examination | 2005-03-15 |
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