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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| WA | RA | APPROVED | 2026-01-20 |
| NC | RA | APPROVED | 2024-01-16 |
| SC | RA | APPROVED | 2024-01-16 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newell Presbyterian Church | Charlotte | NC | 08/2017 | Present |
| Columbia Theological Seminary | Decatur | GA | 08/2014 | 05/2017 |
| Unemployed, Full-Time Travel, Post-Graduation Move | Multiple | XX | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
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