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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| IL | RA | APPROVED | 2023-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sai Financial Services | Warrenville | IL | 06/2017 | 03/2019 |
| Chipotle Mexican Grill | Naperville | IL | 06/2014 | 06/2017 |
| Full-Time Education | Naperville | IL | 07/2008 | 06/2017 |
| Woodbury Financial Services Inc | Warrenville | IL | 08/2018 | 03/2019 |
| Lpl Financial, Llc | Itasca | IL | 03/2019 | 10/2023 |
| Wealth Enhancement Advisory Services Llc | Itasca | IL | 10/2019 | 10/2023 |
| Wealth Enhancement Brokerage Services | Itasca | IL | 12/2019 | 10/2023 |
| Wealth Enhancement Group | Itasca | IL | 03/2019 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 10/2023 | Present |
| North Central College | Naperville | IL | 09/2013 | 06/2017 |
| Bank Of America, N.A. | Northbrook | IL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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