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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Chicago | IL | 05/2024 | 03/2025 |
| Northwestern Mutual | Schamburg | IL | 05/2023 | 08/2023 |
| Alpine Supply Chain Solutions | St.CHarles | IL | 06/2022 | 08/2022 |
| Alter Brewery | St.CHarles | IL | 06/2020 | 08/2021 |
| Puebla Modern Mexican | St.CHarles | IL | 10/2019 | 05/2020 |
| Michigan State University | East Lansing | MI | 08/2020 | 05/2024 |
| Unemployed | St.CHarles | IL | 03/2002 | 10/2019 |
| St. Charles Public Schools | St.CHarles | IL | 05/2014 | 05/2020 |
| Ameriprise Financial Services, Llc | Oakbrook Terrace | IL | 04/2025 | 07/2025 |
| Ritholtz Wealth Management | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
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