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222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-27 |
Branch Locations
222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 07/2023 | 03/2026 |
| The Mather Group | Chicago | IL | 05/2022 | 08/2022 |
| Prizm Financial Advisors Inc. | Wheaton | IL | 06/2021 | 08/2021 |
| University Of Illinois Urbana-Champaign | Champaign | IL | 08/2019 | 05/2023 |
| Metea Valley High School | Aurora | IL | 08/2015 | 05/2019 |
| Santa Barbara Management | Chicago | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-19 |
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