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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-05 |
Branch Locations
111 W Wesley St Suite 1, Wheaton, IL 60187 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Wheaton | IL | 04/2014 | 05/2024 |
| Fidelity Investments | Oak Brook | IL | 05/2024 | 01/2026 |
| Edge Financial Advisors, Llc | Wheaton | IL | 01/2026 | 02/2026 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-29 |
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