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353 N. Clark St, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balasa Dinverno Foltz Llc | Itasca | IL | 08/2011 | 03/2023 |
| Corient | Itasca | IL | 12/2022 | 10/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 10/2024 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Mesirow Wealth Management | Highland Park | IL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-22 |
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