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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2020-09-29 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
3160 Crow Canyon Road Suite 290, San Ramon, CA 94583 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upside Options (Formerly Mcto) | Oceanside | CA | 02/2012 | 05/2018 |
| Cmy Fiduciary Services | Sacramento | CA | 02/2019 | 03/2020 |
| Unemployed | Sacramento | CA | 05/2018 | 02/2019 |
| Hightower Advisors Llc | San Ramon | CA | 09/2020 | Present |
| Frontier Investment Management Co | Dallas | TX | 03/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
| S66 | Uniform Combined State Law Examination | 2007-04-05 |
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