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36 E. Hinsdale Ave, Hinsdale, IL 60521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-12 |
| CA | RA | APPROVED | 2021-01-26 |
| IL | RA | APPROVED | 2021-01-26 |
| TX | RA | APPROVED | 2021-01-26 |
Branch Locations
36 E. Hinsdale Ave, Hinsdale, IL 60521 • United States
Marco Island, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Co., L.L.C. | Chicago | IL | 08/2002 | 01/2021 |
| Performance Wealth Partners, Llc | Marco Island | FL | 01/2021 | Present |
(1) Mercy Home for Boys and Girls; Not-investment related; 1140 W Jackson Blvd., Chicago, Il 60607; Board Member - Ambassadors of Mercy; 01/2007 Start date; Two (2) hours per month; Zero (0) hours during securities trading hours; Assist in advancing the mission of Mercy Home for Boys and Girls, support and expand vital programs for children in need. (2) Chicago Booth Alumni Roundtable; Not-investment related; 401 N Michigan Ave., Ste. 900, Chicago, IL 60611; Finance Roundtable Chair; 01/2011 Start date; Two (2) hours per month; Zero (0) hours during securities trading hours; Lead alumni-network of professionals within the financial services industry. (4) Irish Angels; Not Investment-Related; 415 N LaSalle St., #504, Chicago, IL 60654; 01/02/2013; Passive Investor; Angel investing group of alumni from Notre Dame.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-24 |
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