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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-18 |
| IL | RA | APPROVED | 2022-10-14 |
Branch Locations
110 N Wacker Dr, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unique Wealth Strategies | Chicago | IL | 03/2021 | 06/2021 |
| Unemployed | Chicago | IL | 09/2020 | 03/2021 |
| Strata Decision Technology | Chicago | IL | 11/2018 | 08/2020 |
| Unemployed | Chicago | IL | 08/2018 | 10/2018 |
| Fresenius | Chicago | IL | 10/2017 | 07/2018 |
| Del Morgan And Co | Los Angeles | CA | 01/2017 | 09/2017 |
| Pepperdine University | Malibu | CA | 06/2015 | 04/2017 |
| Lpl Financial Llc | Burr Ridge | IL | 04/2021 | Present |
| Bank Of America N.A. | Chicago | IL | 10/2022 | Present |
1)05/24/2021 - Unique Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-21 |
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