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1550 West Carroll Avenue Unit 211-D, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-08 |
Branch Locations
1550 West Carroll Avenue Unit 211-D, Chicago, IL 60607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital Management | Chicago | IL | 04/2006 | 09/2017 |
| Fairpointe Capital Llc | Chicago | IL | 10/2017 | 06/2021 |
| Oak Family Advisors, Llc | Chicago | IL | 07/2021 | Present |
| Sankota Capital Llc | Chicago | IL | 05/2024 | Present |
Co-Manager of Buchanan Craft, LLC (dba River St. Joe) since 05/2016 - organic brewery and restaurant (not investment-related) - 3 hrs/week on weekends. Address is 15475 Walton Rd, Buchanan, MI 49107. Owner of Flatwater Farms, LLC since 01/2014 - organic farm (not investment-related) - takes 5 hrs/week on weekends. Address is 15475 Walton Rd, Buchanan, MI 49107.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-26 |
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