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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-16 |
Branch Locations
10 S Wacker Drive Suite 3100, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Schaumburg | IL | 02/2019 | 04/2020 |
| Td Ameritrade | Fort Collins | CO | 04/2018 | 02/2019 |
| Colorado State University - Key Communities | Fort Collins | CO | 08/2017 | 05/2018 |
| Public Service Credit Union | Fort Collins | CO | 06/2017 | 04/2018 |
| Chipotle Mexican Grill | Fort Collins | CO | 02/2015 | 08/2017 |
| Colorado State University | Fort Collins | CO | 08/2014 | 05/2018 |
| Td Ameritrade | Schaumburg | IL | 04/2020 | 10/2020 |
| Td Ameritrade | Northbrook | IL | 10/2020 | 04/2021 |
| Fidelity Investments | Chicago | IL | 04/2021 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Vivaldi Capital Management Lp | Chicago | IL | 04/2025 | 06/2026 |
| Corient Services Llc | Miami | FL | 06/2026 | Present |
| Corient | Chicago | IL | 06/2026 | Present |
OBA-103297|OrgNmn:CorePower Yoga|Org Addr:Chicago,Illinois,US|OBA Nature:Yoga studio, teaching yoga cla|Invst Rel:N|Title:Yoga Instructor|Duties:Cleaning a yoga studio in between yoga classes|StrtDt:01-10-25|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-08 |
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