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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-07 |
Branch Locations
1220 Kensington Road Suite 220, Oak Brook, IL 60523 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lane Tech College Prep High School | Chicago | IL | 09/2016 | 06/2020 |
| Monterrey Security | Chicago | IL | 08/2018 | 12/2024 |
| Illinois State University | Normal | IL | 08/2020 | 05/2024 |
| Illinois State University | Normal | IL | 08/2021 | 05/2024 |
| Vermillion Financial Advisors Inc. | South Barrington | IL | 05/2023 | 08/2023 |
| Chic-Fil-A | Normal | IL | 12/2022 | 12/2022 |
| Afin Family Wealth Management | Oak Brook | IL | 05/2024 | Present |
| Belpointe Asset Management | Reno | NV | 09/2025 | Present |
Independent Insurance Agent, investment related, same as office, Fixed Insurance Sales, Independent Insurance Agent, Start date 9/23/2024, 1 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
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