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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-28 |
Branch Locations
520 Lake Cook Road Suite 270, Deerfield, IL 60015 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Geneva | IL | 05/2024 | 03/2025 |
| Mattress Firm | Antioch | IL | 01/2024 | 08/2024 |
| Pnc Mortgage | Downers Grove | IL | 09/2014 | 07/2023 |
| Unemployed | Palatine | IL | 08/2023 | 12/2023 |
| Thrivent Financial | Appleton | WI | 08/2024 | 03/2025 |
| Consumer Demonstration Services | St. Louis | MO | 05/2025 | Present |
| Equitable Advisors, Llc | New York | NY | 07/2025 | Present |
Consumer Demonstration Services, St. Louis, MO; In store demonstrations;30 Hours/week; Start Date: 5/2025;Different Costco locations in Chicagoland Area. Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
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