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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| IL | RA | APPROVED | 2024-08-06 |
Branch Locations
403 Grand Avenue Ste 100, Waukegan, IL 60085 • United States
660 North Hicks Road Ste 140, Palatine, IL 60067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ressler Financial Services | Waukegan | IL | 06/1999 | 12/2017 |
| Cadaret, Grant & Co., Inc. | Palatine | IL | 08/2009 | 08/2024 |
| Kaplan Financial | La Crosse | WI | 10/2006 | 02/2017 |
| Kaplan Financial | La Crosse | WI | 07/2017 | 09/2021 |
| Lpl Financial Llc | Palatine | IL | 01/2023 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Lv Wealth Managment | Palatine | IL | 08/2024 | Present |
Fixed insurance sales, as of 08/06/2024,1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-10 |
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