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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-15 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
2001 Kirby Drive Suite 400, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Houston | TX | 07/2016 | 05/2018 |
| Asset Management Advisors | Houston | TX | 05/2018 | 04/2021 |
| D.H. Hill Securities, Lllp | Kingwood | TX | 06/2018 | 04/2021 |
| Houston Asset Management | Houston | TX | 07/2016 | 05/2018 |
| Oak Harvest Financial Group | Houston | TX | 04/2021 | 02/2022 |
| Oak Harvest Investment Services | Houston | TX | 04/2021 | 02/2022 |
| Cresset Asset Management, Llc | Houston | TX | 02/2022 | 04/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2025 | Present |
1) Rotary Club of Houston; Not investment-related; P.O. Box 22027, Houston, TX 77227-2027; Service/Networking Professional Organization; Board Member; 10 hours per month, none of which are during securities trading hours; attend board meetings and review financials. 2) Rodan + Fields Independent Consultant; Not Investment Related; Skincare sale/consulting; Independent Consultant; 03/02/2016; 10 hours per month; Sale of skincare products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-31 |
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