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180 N Stetson Avenue Suite 5500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-22 |
Branch Locations
180 N Stetson Avenue Suite 5500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Research, Inc. | Chicago | IL | 01/2001 | 12/2017 |
| Piper Jaffray & Co. | Chicago | IL | 08/2010 | 12/2017 |
| Paskin Capital Advisors, Llc | San Francisco | CA | 03/2018 | 03/2019 |
| Sf Sentry Securities, Inc. | San Francisco | CA | 04/2018 | 12/2018 |
| Alamar Capital Management | Santa Barbara | CA | 05/2019 | Present |
| Advisory Research, Inc. | Chicago | IL | 03/2024 | Present |
OBA 1 Name of other business: Church Street Advisors, LLC Investment-related (Y/N): Y Address: 125 Birch Street Chicago, IL 60093 Nature: General Consulting which may include investment industry sector Postion, title or relationship: CEO Start date: 01/01/2017 # of hrs/mth: 10 # of hrs/mth during trading hrs: 0 Duties: Provide marketing and operating consulting services. OBA 2 Name: Church Street Advisors, LLC INVESTMENT-RELATED (Y/N): Y ADDRESS: 125 Birch Street Winnetka, IL 60093 NATURE: General Purpose LLC - Consulting POSTION, TITLE OR RELATIONSHIP: CEO and Manager START DATE: 5/15/2018 # OF HRS/MTH: 10 # OF HRS/MTH DURING TRADING HRS: 0 DUTIES: Consulting Engagements primarily related to marketing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-23 |
| S66 | Uniform Combined State Law Examination | 1997-11-10 |
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