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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-26 |
| HI | RA | APPROVED | 2025-06-27 |
| AZ | RA | APPROVED | 2025-05-20 |
| KS | RA | APPROVED | 2025-05-20 |
| IL | RA | APPROVED | 2025-05-07 |
Branch Locations
1751 Lake Cook Rd Suite 350, Deerfield, IL 60015 • United States
2550 Compass Rd Suite E, Glenview, IL 60026 • United States
Skokie, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Deerfield | IL | 07/2024 | 07/2025 |
| Mutual Of Omaha | Rosemont | IL | 06/2023 | 07/2024 |
| Hudson River Trading | Chicago | IL | 09/2018 | 01/2023 |
| Trinity Church Chicago | Chicago | IL | 01/2015 | 09/2018 |
| Park Avenue Securities | Deerfield | IL | 02/2025 | 07/2025 |
| Guardian Life Insurance Company | Skokie | IL | 07/2024 | Present |
| Park Avenue Securities | Skokie | IL | 02/2025 | Present |
| Unemployed | Chicago | IL | 01/2023 | 06/2023 |
| Park Avenue Securities | Lombard | IL | 07/2025 | 10/2025 |
| Guardian Life Insurance Company | Lombard | IL | 07/2025 | 10/2025 |
| Guardian Life Insurance Company | Deerfield | IL | 10/2025 | Present |
| Park Avenue Securities | Deerfield | IL | 10/2025 | Present |
1. Merrick R - Rover Services, Start Date: 8/1/2024, Address: 7539 Kilbourn Ave, Skokie, IL 60076, 10 total hours per month, 2 during securities trading hours, Not investment related, Less than 10% annual compensation. 2. Insurance other than Guardian, Start Date: 7/1/2025, Address: Skokie, IL 2 total hours per month; 2 during securities trading hours, Investment Related, <10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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