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50 Rockefeller Plaza, New York, NY 10020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-25 |
Branch Locations
455 North Cityfront Plaza Drive Nbc Tower, Suite 1610, Chicago, IL 60611 • United States
50 Rockefeller Plaza, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Mather Group Llc | Chicago | IL | 09/2017 | 05/2024 |
| Morningstar | Chicago | IL | 09/2016 | 09/2017 |
| S&P Global Ratings | Chicago | IL | 09/2011 | 09/2016 |
| Bond Data Llc | Chicago | IL | 06/2024 | 06/2025 |
| Orba Wealth Advisors, Llc | Chicago | IL | 02/2025 | 10/2025 |
| Lpl Financial, Llc | Chicago | IL | 04/2025 | 10/2025 |
| Citrin Cooperman Wealth Management Llc | Chicago | IL | 11/2025 | Present |
BUSINESS NAME: DPC DATA INC / INVESTMENT RELATED: NO / ADDRESS: 103 EISENHOWER PKWY, #302, ROSELAND, NJ 07068 / NATURE: MUNICIPLA BOND INFORMATION AND DISCLOSURES / POSITION: TECHNOLOGY CONSULTANT / START DATE: JUNE 2025 / NUMBER OF HOURS PER MONTH: 8 / NUMBER OF HOURS DURING TRADING HOURS: 0 / DUTIES: TECHNOLOGY CONSULTANT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-05 |
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