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1200 Shermer Rd Ste 216, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-28 |
| TX | RA | APPROVED | 2023-06-28 |
Branch Locations
1200 Shermer Rd Ste 216, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mendel Money Management Inc. | Northbrook | IL | 06/2021 | Present |
| Stepan Company | Northfield | IL | 06/2019 | 06/2021 |
| United Parcel Service | Palatine | IL | 11/2017 | 06/2019 |
| Adyapper | Chicago | IL | 05/2015 | 08/2017 |
(1) NAME OF OBA: AMERICAN UKRANIAN YOUTH ASSOCIATION; ADDRESS OF OBA: PALATINE IL 60067; NATURE: CULTURAL YOUTH ORGANIZATION; INVESTMENT RELATED: NO; TITLE OR RELATIONSHIP WITH OBA: BOARD MEMBER/VOLUNTEER; DUTIES: ATTEND MEETINGS & VOTE ON PROPOSALS; START DATE: 08/01/2022; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-15 |
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