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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Farmers Insurance | Naperville | IL | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 01/2020 | 08/2023 |
| Peak Carpentry | Schaumburg | IL | 11/2017 | 03/2019 |
| Unemployed | Rolling Meadows | IL | 02/2019 | 01/2020 |
| United Capital Financial Advisors | Northbrook | IL | 02/2017 | 10/2017 |
| Paynet | Skokie | IL | 03/2016 | 01/2017 |
| Reyes Group | Palatine | IL | 08/2019 | 08/2019 |
| Bank Of America, N.A. | Northbrook | IL | 03/2020 | 08/2023 |
| Lincoln Investment | Fort Washington | PA | 08/2023 | 08/2023 |
| Capital Analysts | Fort Washington | PA | 08/2023 | 08/2023 |
| We Eat Hospitality Group | Bolingbrook | IL | 08/2023 | 05/2024 |
| Unemployed | Joliet | IL | 06/2024 | 03/2025 |
| Lpl Enterprise Llc | Downers Grove | IL | 03/2025 | 06/2025 |
| Fogo De Chao | Orland Park | IL | 05/2025 | 01/2026 |
| Farmers Insurance | Naperville | IL | 08/2025 | 05/2026 |
| Farmers Financial Solutions | Naperville | IL | 09/2025 | Present |
| Farmers Asset Management | Naperville | IL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-23 |
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