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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-04 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1 Northfield Plaza Suite 300, Office 27, Northfield, IL 60093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 12/2016 | 05/2019 |
| Bank Of America, N.A. | Rolling Meadows | IL | 12/2016 | 05/2019 |
| Ruckmonk Apparel | Wheeling | IL | 04/2013 | 05/2019 |
| Midtown Partners & Co., Llc | Chicago | IL | 07/2016 | 10/2016 |
| Jp Morgan Securities Llc | Chicago | IL | 05/2019 | 08/2025 |
| Jp Morgan Chase Bank, N.A. | Chicago | IL | 05/2019 | 08/2025 |
| Advisory Services Network, Llc | Atlanta | GA | 08/2025 | Present |
RL Wealth LLC: Owner/Member; Service company for business income/expenses since 06/2025. Time spent on business 160 hours per month, 80 during trading hours. Not an investment related activity. Hourly Consultant: Artificial Intelligence training and consulting. Duties are to evaluate AI-agent responses to personal-finance questions, review outputs, identify where responses go astray, and help improve agents intended to handle financial-modeling questions. Time spent on business 40 hours per month, 0 during trading hours. Not an investment related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-24 |
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