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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-14 |
| IL | RA | APPROVED | 2018-11-21 |
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 |
|---|---|---|---|---|
| Bmo Private Bank | Chicago | IL | 07/2002 | 11/2018 |
| Cresset Asset Management, Llc | Chicago | IL | 11/2018 | Present |
Christ Church of Oakbrook Investment Committee; investment related; 501 Oak Brook Road Oak Brook, IL 60523; non-profit organization; Committee Member; committee advises on investment strategy and allocation on a quarterly basis; 1-5 hours per month, none of which are during securities trading hours; start 7/28/25.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-31 |
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