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Current Employers
Zacks Investment Management, Inc.

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-05-09
  • WA RA
    APPROVED
    Since 2024-05-09

Branch Locations

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Bellingham, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zacks Investment Management Chicago IL 07/2023 Present
Catholic Charities Diocese Of Kalamazoo Kalamazoo MI 06/2017 09/2017
Self-Employed Kalamazoo MI 06/2018 03/2020
Kzoo Swift Kalamazoo MI 04/2020 12/2020
Open Roads Bike Program Kalamazoo MI 05/2021 06/2023
Alleycat Bike Shop Kalamazoo MI 05/2021 06/2023
Kalamazoo College Kalamazoo MI 01/2021 04/2021
Kalamazoo College Kalamazoo MI 09/2016 05/2017
Kalamazoo College Kalamazoo MI 10/2017 05/2018
  • 07/2023 → Present
    Zacks Investment Management
    Chicago, IL
  • 06/2017 → 09/2017
    Catholic Charities Diocese Of Kalamazoo
    Kalamazoo, MI
  • 06/2018 → 03/2020
    Self-Employed
    Kalamazoo, MI
  • 04/2020 → 12/2020
    Kzoo Swift
    Kalamazoo, MI
  • 05/2021 → 06/2023
    Open Roads Bike Program
    Kalamazoo, MI
  • 05/2021 → 06/2023
    Alleycat Bike Shop
    Kalamazoo, MI
  • 01/2021 → 04/2021
    Kalamazoo College
    Kalamazoo, MI
  • 09/2016 → 05/2017
    Kalamazoo College
    Kalamazoo, MI
  • 10/2017 → 05/2018
    Kalamazoo College
    Kalamazoo, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-30
  • S65 Uniform Investment Adviser Law Examination
    2024-04-30

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