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321 N. Clark Street Suite 2430, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-19 |
Branch Locations
321 N. Clark Street Suite 2430, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xa Investments | Chicago | IL | 02/2023 | Present |
| Bransfield & Bransfield Pc | Chicago | IL | 11/2019 | 08/2022 |
| Student | Seatlle | WA | 01/2013 | 10/2019 |
| Unemployed | Chicago | IL | 09/2022 | 01/2023 |
XA INVESTMENTS, affiliate of XMS, 100% time spent as analyst.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
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