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230 S New York Ave Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-30 |
Branch Locations
2625 N Bridge Street, Yorkville, IL 60560 • United States
230 S New York Ave Suite 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 08/2023 | 05/2024 |
| The Write Stuff | Dekalb | IL | 05/2023 | 08/2023 |
| University Of Iowa | Iowa City | IA | 08/2022 | 05/2023 |
| Kipling Industries, Inc. | Dekalb | IL | 05/2022 | 08/2022 |
| University Of Iowa | Iowa City | IA | 08/2021 | 05/2022 |
| The Write Stuff | Dekalb | IL | 05/2021 | 08/2021 |
| Minnesota State University Mankato | Mankato | MN | 08/2020 | 05/2021 |
| The Write Stuff | Dekalb | IL | 05/2020 | 08/2020 |
| Central High School | Hampshire | IL | 08/2019 | 05/2020 |
| The Write Stuff | Dekalb | IL | 05/2019 | 08/2019 |
| Central High School | Hampshire | IL | 08/2018 | 05/2019 |
| The Write Stuff | Dekalb | IL | 05/2018 | 08/2018 |
| Central High School | Hampshire | IL | 08/2017 | 05/2018 |
| Central High School | Hampshire | IL | 08/2016 | 05/2017 |
| Thrivent Investment Management Inc | Geneva | IL | 04/2024 | 07/2025 |
| Thrivent Financial | Appleton | WI | 06/2024 | 12/2024 |
| Thrivent Financial | Appleton | WI | 12/2024 | 07/2025 |
| Cwm, Llc | Omaha | NE | 09/2025 | Present |
| Trillium Wealth | Winter Park | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
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