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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-29 |
| CA | RA | APPROVED | 2026-07-28 |
| CO | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
120 E De La Guerra St Suite 1, Santa Barbara, CA 93101 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Los Angeles | CA | 01/2016 | 02/2017 |
| Unemployed | Los Angeles | CA | 02/2017 | 05/2017 |
| Manchester Capital Management Llc | Montecito | CA | 05/2017 | 07/2026 |
| Cresset Asset Management, Llc | Santa Barbara | CA | 07/2026 | Present |
THIRTY22 Investment Group; 128 Bluefield Ave. Newbury Park, CA 91320; Investment-related; Since 11/2021; President/Owner; firm invests in operating businesses; Oversight of businesses and investments. Review financials. Analysis of new opportunities. Long-term planning of holding company; Devotes 10-20 hours/month and minimal to zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-13 |
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