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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-30 |
Branch Locations
10900 Ne 8Th Street Suite 1122, Bellevue, WA 98004 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 09/2009 | 10/2016 |
| Highland Private Wealth Management | Bellevue | WA | 11/2016 | 09/2022 |
| Hightower Advisors | Chicago | IL | 09/2022 | Present |
OBA Name: Ex Officio Foundation Board Member of Seattle Children's Hospital. Role: Board Member. Description: Ex Officio board seat of Seattle Children's Hospital related to my role in serving as chair of a professional advisors networking group (Legacy Advisors). This role is intended to be a liaison between the Legacy Advisors and board activities. I am not involved in any direct financial management or decisions, but rather it is a community building role. Non investment related. Time spent: approximately 1 hour/month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-04 |
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