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1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-25 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-25 |
Branch Locations
1 Trans Am Drive, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envoy Advisory Inc. | Oakbrook Terrace | IL | 08/2023 | Present |
| T. Rowe Price | Colorado Springs | CO | 10/2019 | 03/2020 |
| Jacob Yakos Cpa | Wheaton | IL | 01/2022 | 05/2022 |
| Jones Lang Laselle | Westmont | IL | 06/2022 | 08/2023 |
| College Of Dupage | Glen Ellyn | IL | 08/2019 | 08/2022 |
| Wheaton Academy | West Chicago | IL | 08/2015 | 06/2019 |
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 08/2023 | Present |
08/2023 - Advisor Assistant with Envoy Advisory Inc.., an affiliate investment advisor firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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