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2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-21 |
Branch Locations
2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Income Life | Columbus | OH | 05/2023 | 07/2023 |
| Student | Notre Dame | IN | 01/2019 | 05/2023 |
| Student | Gibsonia | PA | 01/2013 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 06/2024 | 07/2025 |
| Unemployed | South Bend | IN | 08/2023 | 12/2023 |
| Vantage Point Financial, Llc | Lisle | IL | 07/2025 | Present |
1) LICENSED INSURANCE AGENT: LIFE AND HEALTH INSURANCE PRODUCTS THROUGH VARIOUS COMPANIES: TITLE: AGENT: START DATE: 05/2023 : APPROXIMATE 10 HOURS PER MONTH: 10 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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