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500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-01-16 |
Branch Locations
500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pt Asset Management, Llc | Chicago | IL | 01/2015 | Present |
| Performance Trust Capital Partners, Llc | Chicago | IL | 01/2015 | 02/2025 |
| Alps Distributors, Inc. | Denver | CO | 02/2025 | Present |
PT Asset Management; Investment-Related; 500 W Madison St #500 Chicago, IL 60661; Asset Management; CEO; 160 HRS/MON; 130 HRS/MON During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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