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500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2011-09-16 |
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 |
|---|---|---|---|---|
| Performance Trust Capital Partners, Llc | Chicago | IL | 02/2009 | 02/2025 |
| Performance Trust Investment Advisors, Llc | Chicago | IL | 05/2009 | Present |
| Alps Distributors Inc. | Denver | CO | 02/2025 | Present |
PT Asset Management; Investment-Related; 500 W Madison St #500 Chicago, IL 60661; Asset Management; Senior Portfolio Manager; 05/01/2009; 160 HRS/MON; 130 HRS/MON During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-23 |
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