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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-06 |
| NC | RA | APPROVED | 2021-04-13 |
| TX | RA | APPROVED | 2016-10-27 |
Branch Locations
300 E. Illinois Road, Lake Forest, IL 60045 • United States
455 S Rand Rd, Lake Zurich, IL 60047 • United States
791 Elm St, Winnetka, IL 60093 • United States
791 Elm St, Winnetka, IL 60093 • United States
7941 Lincoln Avenue, Skokie, IL 60077 • United States
1200 Central Ave, Wilmette, IL 60091 • United States
501 15Th Street, Moline, IL 61265 • United States
1200 Central Ave, Wilmette, IL 60091 • United States
2801 Pfingsten Rd, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | Plano | TX | 06/2016 | 10/2016 |
| J.P. Morgan Securities Llc | Winnetka | IL | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
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