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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| IL | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Bolingbrook | IL | 12/2019 | 04/2022 |
| J.P. Morgan Securities Llc | Bolingbrook | IL | 12/2019 | 04/2022 |
| First American Bank | Joliet | IL | 09/2017 | 11/2019 |
| Bank Of America | Rolling Meadows | IL | 10/2016 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Bolingbrook | IL | 08/2012 | 10/2016 |
| Homemaking | Joliet | IL | 05/2017 | 09/2017 |
| Lpl Financial | Naperville | IL | 04/2022 | 11/2022 |
| Bmo Harris Bank | Naperville | IL | 04/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Shorewood | IL | 11/2022 | 10/2025 |
| Bank Of America, N.A. | Shorewood | IL | 02/2023 | 10/2025 |
| Raymond James Financial Services, Inc. | Joliet | IL | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Joliet | IL | 10/2025 | Present |
| Rasmussen College | Romeoville | IL | 10/2013 | 03/2017 |
| Midland States Bank | Joliet | IL | 10/2025 | Present |
(1)Name of Business: Midland Wealth Management Address: 1540 Il Route 59, Joliet, IL, 60431-8215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/20/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-24 |
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