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2700 Patriot Blvd. Suite 440, Glenview, IL 60026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-18 |
Branch Locations
2700 Patriot Blvd. Suite 440, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glacier Nursery | Kalispell | MT | 05/2021 | 09/2021 |
| Planet Fitness | Dover | NH | 09/2020 | 12/2020 |
| Union Installations | Haverhill | MA | 12/2019 | 01/2020 |
| The Coach Stop | Londonderry | NH | 05/2017 | 08/2017 |
| Fedex | Boston | NH | 10/2021 | 12/2021 |
| Longhorn Steakhouse | Newington | NH | 11/2017 | 01/2018 |
| Fidelity | Merrimack | NH | 12/2021 | 02/2024 |
| Home Depot | Londenderry | NH | 02/2020 | 08/2020 |
| Union Installations | Haverhill | MA | 12/2019 | 01/2022 |
| Texas Roadhouse | Newington | NH | 03/2018 | 08/2018 |
| Nashua Country Club | Nashua | NH | 05/2014 | 09/2016 |
| Student | Windham | NH | 09/2016 | 05/2017 |
| Student | Durham | NH | 01/2018 | 06/2021 |
| Student | Windham | NH | 09/2016 | 11/2017 |
| Northwestern Mutual Investment Services Llc | Manchester | NH | 02/2024 | 07/2025 |
| Coyle | Glenview | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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