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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
| GA | RA | APPROVED | 2022-08-12 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2015 | 06/2022 |
| Cresset Asset Management, Llc | Atlanta | GA | 06/2022 | 04/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-17 |
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