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700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-02 |
Branch Locations
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Chandler | AZ | 08/2016 | 07/2019 |
| Bank Of America, N.A. | Chandler | AZ | 10/2016 | 07/2019 |
| The Leaders Group, Inc. | Littleton | CO | 08/2019 | 03/2023 |
| Schmidt Financial Group | Northbrook | IL | 08/2019 | 03/2023 |
| Catalyst Wealth Management | Northbrook | IL | 10/2019 | 03/2023 |
| Alphacore Capital Llc | La Jolla | CA | 04/2023 | 03/2024 |
| Rothschild Wealth Llc | Oak Brook | IL | 07/2024 | Present |
| Unemployed | Denver | CO | 04/2024 | 06/2024 |
| Rothschild Investment, Llc | Oak Brook | IL | 09/2024 | Present |
Rothschild Wealth LLC RIA Wealth Planner Since 07/2024 Investment Related Rothschild Investments LLC Broker Dealer Registered Representative Since 09/2024 Investment Related Insurance Licensed Life Since 02/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-09 |
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