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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-23 |
| IL | RA | APPROVED | 2018-02-23 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Chicago | IL | 09/2006 | 02/2018 |
| J.P. Morgan Chase Bank, Na | Chicago | IL | 11/2016 | 02/2018 |
| Cresset Asset Management, Llc | Chicago | IL | 02/2018 | Present |
The Clinton Family Fund Investment Committee; investment related; 5824 S Nashville Ave, Chicago, IL 60638; charitable organization; Committee Member; committee oversees stewardship of the fund's assets on a quarterly basis; 1-2 hours per month, none of which are during securities trading hours; start 2/19/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-03 |
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