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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-18 |
Branch Locations
3135 North Wilke Road Suite A, Arlington Heights, IL 60004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Distribution Services, Inc. | Columbus | OH | 06/2023 | 03/2025 |
| Northwestern Mutual | Downers Grove | IL | 05/2021 | 02/2023 |
| Seven Bridges Golf | Woodridge | IL | 08/2020 | 05/2021 |
| Full Time Education | Naperville | IL | 03/2023 | 05/2023 |
| Full Time Education | Naperville | IL | 06/2013 | 07/2020 |
| Unemployed | Naperville | IL | 03/2025 | 02/2026 |
| Osaic | Arlington Heights | IL | 02/2026 | Present |
1. KENSINGTON FINANCIAL SERVICES POSITION: Registered Client Service Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 135 START DATE: 04/06/2026 ADDRESS: 3135 N Wilke Rd, Suite A, Arlington Heights IL 60004, United States DESCRIPTION: Assisting with client onboarding, account maintenance, processing trades, preparing review meeting material, and analyzing client portfolios. Licensing: IL Life, Health, and Accident Insurance SIE Series 6 Series 63 Series 7 2. KENSINGTON FINANCIAL SERVICES-INSURANCE POSITION: Registered Client Service Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 135 START DATE: 04/06/2026 ADDRESS: 3135 N Wilke Rd, Suite A, Arlington Heights IL 60004, United States DESCRIPTION: Assisting with client onboarding, account maintenance, processing trades, preparing review meeting material, and analyzing client portfolios. Licensing IL Life, Health, and Accident Insurance SIE Series 6 Series 63 Series 7
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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