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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED_RES | 2026-08-19 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • 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 |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2010 | 05/2019 |
| Invesco Advisers, Inc. | Houston | TX | 06/2010 | 05/2019 |
| Pfs Investments Inc. | Evergreen Park | IL | 09/2019 | 11/2021 |
| Primerica Financial Services | Evergreen Park | IL | 06/2019 | 11/2021 |
| Unemployed | Frankfort | IL | 05/2019 | 06/2019 |
| E*Trade Securities Llc | Chicago | IL | 11/2021 | 01/2022 |
| Primerica Financial Services | Tinley Park | IL | 06/2019 | 05/2026 |
| Pfs Investments Inc. | Tinley Park | IL | 01/2025 | 05/2026 |
| Dowling Legacy | Orland Park | IL | 01/2023 | 05/2025 |
| Morgan Stanley | Orland Park | IL | 06/2026 | Present |
*696679- Lucky Bird, Balagio Restaurant; Investment related: No; Frankfort, Illinois; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 16; After business hours: 0; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-23 |
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