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700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-03-19 |
Branch Locations
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rothschild Wealth Llc | Oakbrook | IL | 05/2017 | Present |
| Student | Addison | IL | 01/2007 | 05/2017 |
| Rothschild Investment Llc | Chicago | IL | 01/2024 | Present |
Rothschild Wealth LLC Investment Adviser Manager of Finance Since 05/2017 Investment Related Rothschild Investment LLC Broker Dealer FinOp Since 01/2024 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
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