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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
Branch Locations
2045 E Algonquin Rd, Algonquin, IL 60102-9603 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-11 |
Branch Locations
Algonquin 2045 E Algonquin Road, Algonquin, IL 60102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Prospect | IL | 01/2017 | 02/2022 |
| Depaul University | Chicago | IL | 01/2016 | Present |
| Bank Of America, N.A. | Mount Prospect | IL | 04/2017 | 02/2022 |
| The Huntington Investment Company | Columbus | OH | 02/2022 | Present |
| Ameriprise Financial Services, Llc | Algonquin | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
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