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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-19 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
Bonita Springs, FL • 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 |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 05/2022 | 06/2024 |
| Ferrari Lake Forest | Lake Forest | IL | 02/2021 | 04/2022 |
| North Shore Dentist, Northbrook | Northbrook | IL | 08/2020 | 01/2021 |
| Pure Salon Spa | Arlington Heights | IL | 06/2019 | 07/2020 |
| Asha Salon Spa | Schaumburg | IL | 09/2018 | 06/2019 |
| Empire Beauty School | Hanover Park | IL | 09/2017 | 09/2018 |
| New Trier High School | Winnetka | IL | 07/2013 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Glenview | IL | 02/2025 | Present |
| Handler Law | Chicago | IL | 09/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-24 |
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