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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-30 |
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 |
|---|---|---|---|---|
| Morningstar Investment Management Llc | Chicago | IL | 04/2021 | 04/2022 |
| Morningstar Research Services Llc | Chicago | IL | 04/2022 | 05/2023 |
| Morningstar Investment Services Llc | Chicago | IL | 06/2023 | Present |
| Unemployed | Glenview | IL | 06/2020 | 03/2021 |
| Ithaca College | Ithaca | NY | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
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