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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-20 |
Branch Locations
4801 Woodway Drive Suite 300, Houston, TX 77056 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale Wealth Management Llc | Austin | TX | 12/2017 | 09/2019 |
| Grinding Technology, Llc | Houston | TX | 09/2016 | 11/2017 |
| Crestmont Private Wealth Llc | Austin | TX | 05/2017 | 05/2021 |
| Hightower Advisors | Chicago | IL | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-09-14 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-07 |
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