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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-21 |
Branch Locations
22 West Washington Street, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company | Chicago | IL | 10/2012 | 06/2022 |
| Strategiq Financial Group, Llc | Merrillville | IN | 11/2022 | 10/2023 |
| Unemployed | Flossmoor | IL | 07/2022 | 10/2022 |
| Morningstar | Chicago | IL | 06/2025 | Present |
| Unemployed | Flossmoor | IL | 11/2023 | 07/2024 |
| American Enterprise Investment Services Inc. | Minneapolis | MN | 08/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-01 |
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