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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-08 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riversource Distributors Inc | Minneapolis | MN | 08/2016 | 09/2018 |
| American Enterprise Investment Services Inc. | Minneapolis | MN | 09/2018 | 11/2020 |
| Charles Schwab & Co., Inc. | Chicago | IL | 12/2020 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 09/2022 | 06/2025 |
| Hightower Advisors, Llc | Chicago | IL | 06/2025 | Present |
Football Official for the IHSA ; Investment Related - No; Bloomington, IL; High School Football Official; Start Date - 08/2025; Approximately 40 hours per month with 0 hours during securities trading hours; Officiate High School Football for the Chicago Catholic League
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-10 |
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