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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-12 |
| TX | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair | Chicago | IL | 10/2015 | 12/2020 |
| Fisher Investments | Tampa | FL | 12/2020 | 01/2021 |
| Ameriprise Financial Services, Llc | St Charles | IL | 03/2021 | 03/2023 |
| J.P. Morgan Securities Llc | Yorkville | IL | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Yorkville | IL | 04/2023 | Present |
| Eric M Larson & Associates | St Charles | IL | 02/2021 | 03/2023 |
| Amazon | Chicago | IL | 02/2021 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-19 |
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