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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-02 |
| IL | RA | APPROVED | 2018-01-18 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
5550 Touhy Ave. Ste. 202, Skokie, IL 60076 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-01-18 |
Branch Locations
500 Waters Edge Suite 150, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Lombard | IL | 06/2017 | Present |
| Why-Q/Open House Lofts | Chicago | IL | 08/2015 | 10/2016 |
| La Jefa Llc | Chicago | IL | 10/2016 | 02/2018 |
| Capital Analyst | Lombard | IL | 01/2018 | Present |
APE-X UNIVERSE LLC POSITION: Volunteer NATURE: Fitness Center INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 7709 W Belmont Ave, Elmwood Park IL 60707, United States DESCRIPTION: This is my husband's business. I volunteer my time to help with marketing, merchandise, and digital media. M.E.O.T.O., INC. POSITION: Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2019 ADDRESS: 2236 Lincoln Park West, Suite G3, Chicago IL 60614, United States DESCRIPTION: Client service Mel in Miami LLC Position: Owner Nature: Social media content creation (beauty, wellness, fitness) and fashion eCommerce brand. Investment Related: No Hours: 100 Securities Trading Hours: 60 Start Date: 12/18/2025 Address: 1817 NE 121st St. North Miami, Florida 33181 Description: Primary content creator + designer of the fashion-based eCommerce brand.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-08 |
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