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475 Half Day Road Suite 500, Lincolnshire, IL 60069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-13 |
| IL | RA | APPROVED | 2022-04-25 |
Branch Locations
475 Half Day Road Suite 500, Lincolnshire, IL 60069 • United States
550 Oakwood Ave., Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vennwell, Llc | Lake Forest | IL | 08/2005 | 05/2017 |
| Rmb Capital Management, Llc | Chicago | IL | 06/2017 | 04/2022 |
| Mowery & Schoenfeld Wealth Management, Llc | Lincolnshire | IL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
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