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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-04 |
| TX | RA | APPROVED | 2022-11-04 |
Branch Locations
370 S Cleveland Ave, Westerville, OH 43081 • United States
10 S Dearborn St, Floor 11, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 10/2016 | 06/2018 |
| Accountemps | Rosemont | IL | 11/2015 | 10/2016 |
| The Aurelian Group Llc | Waukegan | IL | 04/2018 | 12/2020 |
| Leumi Investment Services Inc. | Chicago | IL | 08/2018 | 07/2019 |
| Bank Leumi Usa | Chicago | IL | 07/2018 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 08/2019 | 09/2022 |
| Bank Of America, N.A. | Rolling Meadows | IL | 08/2019 | 09/2022 |
| Manpower | Gurnee | IL | 12/2019 | 01/2020 |
| J.P. Morgan Securities Llc | Chicago | IL | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 10/2016 | 06/2018 |
| Lori Lins Ltd | Milwaukee | WI | 01/2023 | Present |
| Acd Direct | Farmington | UT | 11/2025 | Present |
Entity Name: ACD Direct Investment related: No "Address: www.acddirect.com 240 NE Promontory Suite 200 Farmington, Utah 84025 " Nature of the other business: Customer Service Position/Title/Relationship: Employee/Contractor Start Date: 11/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Work from home customer service and sales over the phone and internet . No financial or banking relating work. Entity Name: Lori Lins ltd Investment related: No "Address: Milwaukee Wi 53202" Nature of the other business: Talent Agency Position/Title/Relationship: Employee/Contractor Start Date: 1/2/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: talent agency for modeling, acting, commercials. my son did a photo shot for an ad, I was there and got a small check as well. the shot was about 2years ago. but we just got a residual check for him so ad must still be running. his mom may take him to commerical auditions or open call.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-23 |
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