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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-09 |
Branch Locations
2660 Us Highway 34, Oswego, IL 60543 • United States
2992 Indian Trail Rd, Aurora, IL 60502 • United States
One Merchants Plaza, Oswego, IL 60543 • United States
Warrenville , IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Oswego | IL | 06/2026 | Present |
| Fifth Third Securities | Oswego | IL | 06/2026 | Present |
| Scottrade & Td Ameritrade | Naperville | IL | 09/2016 | 06/2018 |
| Unemployed - Summer | Warrenville | IL | 05/2018 | 07/2018 |
| Northern Illinois University | Dekalb | IL | 08/2016 | 06/2018 |
| Merrill (Bank Of America) | Rolling Meadows | IL | 07/2018 | 12/2021 |
| Schwab Wealth Advisory, Inc. | Chicago | IL | 12/2021 | 05/2026 |
| Charles Schwab & Co., Inc. | Chicago | IL | 12/2021 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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