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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-01-05 |
Branch Locations
5700 West 159Th Street, Oak Forest, IL 60452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstmerit Bank, N.A. | Akron | OH | 07/2012 | 08/2017 |
| Lpl Financial Llc | Oak Lawn | IL | 09/2013 | 02/2017 |
| The Huntington Investment Company | Willow Springs | IL | 02/2017 | 08/2017 |
| Marquette Bank | Oak Forest | IL | 08/2017 | Present |
| Invest Financial Corp | Tampa | FL | 08/2017 | 01/2018 |
| Cetera Investment Services Llc | St.CLoud | MN | 01/2018 | Present |
| Cetera Investment Advisers Llc | Orland Park | IL | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-30 |
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