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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| NY | RA | APPROVED | 2023-10-10 |
| CT | RA | APPROVED | 2023-04-21 |
Branch Locations
88 Field Point Road Suite 102, Greenwich, CT 06830 • United States
565 5Th Avenue 27Th Floor, New York, NY 10017 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company Llc | New York | NY | 09/2015 | 05/2017 |
| First Republic Investment Management Inc | New York | NY | 09/2015 | 05/2017 |
| First Republic Securities Company, Llc | Greenwich | CT | 05/2017 | 04/2023 |
| First Republic Investment Management, Inc. | Greenwich | CT | 05/2017 | 04/2023 |
| Cresset Asset Management, Llc | Greenwich | CT | 04/2023 | Present |
Institutional Investor Wealth Advisor Summit; investment-related; 1270 Avenue of the Americas, Suite 1100, New York, NY 10020; Annual event for Wealth Advisors; Advisory Board Member; 01/2025; 1-5 hours per month which may occur during securities trading hours; discussion of investment strategies/market trends impacting investors and businesses and attending the annual forum in person (or sending a delegate).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
| S66 | Uniform Combined State Law Examination | 2000-11-04 |
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