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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-29 |
Branch Locations
22 West Washington Street, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Illinois At Urbana Champaign | Champaign | IL | 08/2016 | 05/2020 |
| Morningstar Investment Services Llc | Chicago | IL | 07/2020 | 08/2021 |
| Morningstar Investment Services Llc | Chicago | IL | 08/2021 | 02/2022 |
| Morningstar Investment Services Llc | Chicago | IL | 02/2022 | 09/2022 |
| Morningstar Investment Services Llc | Chicago | IL | 09/2022 | Present |
| University Of Illinois At Urbana Champaign Department Of Aces | Champaign | IL | 04/2020 | Present |
| University Of Illinois At Urbana Champaign Department Of Aces | Chicago | IL | 09/2021 | Present |
| Glanbia Nutritional | Chicago | IL | 06/2019 | 08/2019 |
University of Illinois at Urbana Champaign Department of ACES Champaign, IL Academic Hourly Research Non-Investment Related Start Date: 04/2020 University of Illinois at Urbana Champaign Department of ACES Chicago, IL Hourly Academic Teach Non-Investment Related Start Date: 09/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
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