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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| IL | RA | APPROVED | 2024-05-10 |
Branch Locations
712 Florsheim Dr Suite 11, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 03/2016 | 05/2019 |
| Bank Of America | Rolling Meadows | IL | 03/2016 | 05/2019 |
| Jpmorgan Chase Bank Na | Chicago | IL | 12/2019 | 02/2022 |
| Unemployed | Chicago | IL | 06/2019 | 11/2019 |
| Citigroup | Evanston | IL | 03/2022 | 12/2023 |
| Edward Jones | St Louis | MO | 05/2024 | Present |
| Unemployed | Libertyville | IL | 01/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-27 |
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