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500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-24 |
| IL | RA | APPROVED | 2018-11-28 |
Branch Locations
500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiducient Advisors Llc | Chicago | IL | 11/2015 | Present |
Vilas Capital Management, L.L.C. - Investment related, 200 E. Randolph Street, Chicago, IL; Limited Partnership Investment Fund; Shareholder, Board of Directors; 07/2014; <1 during non-business hours; <1 during security trading hours; retain equity shares in firm that were awarded as part of my compensation package while employed with the firm and serve as a Member of Board of Directors advising on strategic directions of the firm. Hairtography, LLC - non-investment related, 300 N Elizabeth Street, Suite 210C, Chicago, IL; Outside Advisor; 10/2017; 1-5 during non-business hours; <1 during security trading hours; act as an outside advisor to the company on business-related matters Humble Enterprises, LLC - Investment related, 1302 Lathrop Ave, River Forest, IL 60305, Nature of business: LLC formed for purchase of land; Position/title: Owner, Start date: February, 2021, Hours/month: <1, Hours during trading hours: <1, Duties: No ongoing duties associated with owning the land.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-29 |
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