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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-18 |
| IL | RA | APPROVED | 2019-03-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Cresset Asset Management, Llc | Schaumburg | IL | 03/2019 | 11/2023 |
| Cresset Asset Management, Llc | Chicago | IL | 11/2023 | Present |
| Evanston Investments, Inc. Dba Evanston Advisors | Schaumburg | IL | 03/2001 | 03/2019 |
1) QB INNOVATIONS, A NON-INVESTMENT RELATED BUSINESS; OWNER, PRESIDENT, AND SOLE EMPLOYEE OF QB INNOVATIONS, PROVIDING MANAGEMENT CONSULTING SERVICES TO CLOSELY HELD BUSINESSES. 2) TRUSTEE 3) BOARD MEMBER OF THREE PRIVATE FOUNDATIONS, CORNELL-BREWER FOUNDATION, THE HALE FAMILY FOUNDATION, JACKSON FAMILY FOUNDATION;1-2 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-26 |
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