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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3953 Maple Avenue Suite 250, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwestern Medical Foundation | Dallas | TX | 03/2012 | 09/2023 |
| Unemployed | Dallas | TX | 09/2023 | 10/2023 |
| Ch-Investment Partners | Dallas | TX | 10/2023 | 11/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 11/2024 | Present |
Dallas College Foundation; 1601 Botham Jean Blvd. Dallas, TX 75215; investment-related; Board Member; as of 01/2025; 1-5 hours per month which occur during securities trading hours; serves as part of an investment advisory group to help staff oversee Investment Consultant CommonFund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-09 |
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