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Winnetka, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital Management, Llc | Chicago | IL | 11/2011 | 03/2017 |
| Conifer Bay Capital Llc | Winnetka | IL | 03/2017 | Present |
| Conifer Bay Capital Llc | Winnetka | IL | 03/2017 | 01/2023 |
Belgravia Partners LLC-432 Sunset Road, Winnetka, IL 60093-part owner and manager of a family owned LLC since 06/2007-4 hrs/mo-responsibilities include investment analysis, portfolio construction, performance review and communication with other family member investors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-21 |
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