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3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-03 |
Branch Locations
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • United States
Crown Point, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc. | Chicago | IL | 06/2020 | 06/2024 |
| Unemployed | Na | IL | 04/2020 | 05/2020 |
| Kingston Wealth Management Group | Bloomington | IL | 05/2019 | 07/2019 |
| Target | Normal | IL | 06/2018 | 03/2020 |
| Watterson Dining | Normal | IL | 01/2018 | 03/2018 |
| Buffalo Wild Wings | Champaign | IL | 06/2017 | 08/2017 |
| Illinois State University | Normal | IL | 08/2016 | 09/2018 |
| Scalp Trade | Chicago | IL | 01/2022 | 02/2022 |
| Watterson Dining | Urbana | IL | 01/2018 | 03/2018 |
| Buffalo Wild Wings | Normal | IL | 06/2017 | 08/2017 |
| Ohana Pools, Spas, & Billiards | Urbana | IL | 05/2017 | 08/2017 |
| Illinois State Uniersity | Saint Joseph | IL | 08/2016 | 09/2018 |
| Charles Schwab & Co., Inc. | Chicago | IL | 01/2024 | 04/2025 |
| Zega Investments | Palm Beach Gardens | FL | 03/2025 | Present |
| Zega Investments | Palm Beach Gardens | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-15 |
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