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50 Rockefeller Plaza, New York, NY 10020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
455 North Cityfrong Plaza Drive Nbc Tower, Suite 1610, Chicago, IL 60611 • United States
50 Rockefeller Plaza, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital Management, Llc | Chicago | IL | 04/2005 | 06/2021 |
| Jpmorgan Chase Bank Na | Chicago | IL | 09/2021 | 10/2022 |
| Jpmorgan Securities Llc | Chicago | IL | 09/2021 | 10/2022 |
| Unemployed | Chicago | IL | 07/2021 | 08/2021 |
| Brighton Jones | Chicago | IL | 10/2022 | 12/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 12/2023 | 05/2026 |
| Citrin Cooperman Wealth Management, Llc | Chicago | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2007-03-28 |
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