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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED_RES | 2026-02-04 |
Branch Locations
10 S Dearborn St, Floor 16, Chicago, IL 60603-2300 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Elgin | IL | 01/2023 | 02/2024 |
| Holman | Bartlett | IL | 10/2022 | 12/2022 |
| Northwestern Mutual | Chicago | IL | 09/2020 | 07/2021 |
| Mullers Woodfield Acura | Schaumberg | IL | 07/2017 | 07/2020 |
| Franchise Management Investors Llc | Elgin | IL | 02/2016 | 06/2016 |
| Hall Enterprises | Schaumburg | IL | 03/2017 | 07/2017 |
| Unemployed | Elgin | IL | 07/2016 | 02/2017 |
| Unemployed | Elgin | IL | 08/2020 | 08/2020 |
| Unemployed | Elgin | IL | 08/2021 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake In The Hills | IL | 02/2024 | 01/2026 |
| Bank Of America, N.A. | Lake In The Hills | IL | 02/2024 | 01/2026 |
| J.P. Morgan Securities Llc | Chicago | IL | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 01/2026 | Present |
| Auto Truck Group | Bartlett | IL | 10/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-18 |
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