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353 N. Clark St, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morningstar, Inc. | Chicago | IL | 10/2013 | 10/2016 |
| West Loop Investment Advisors, Ltd. | Chicago | IL | 09/2016 | 02/2017 |
| Mesirow Financial, Inc. | Chicago | IL | 02/2017 | Present |
1) Chicago Loop Dentistry; General dentistry; Management; Provide marketing and financial advice; 10 hours/month. 2) Madison 901 Condo Association; Condominium HOA; Treasurer: Provide financial advice; 10 hours/month. 3) Rental/investment property; Renting out a condominium; Landlord; 2 hours/month. 4) Grubb Properties; Advisory board to monitor ongoing activity of their Opportunity Zone fund; Advisory Board Member; 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-28 |
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