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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
Branch Locations
525 Okeechobee Boulevard, Suite 1600, West Palm Beach, FL 33401 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-07 |
Branch Locations
1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
Coral Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quorum Investment Counsel, Llc | Miami | FL | 04/2009 | 10/2016 |
| Suntrust Bank | Coral Gables | FL | 10/2016 | 12/2018 |
| Suntrust Advisory Services Llc | Atlanta | GA | 11/2016 | 12/2018 |
| Ubs Financial Services Inc | Boca Raton | FL | 12/2018 | 08/2026 |
| Cresset Asset Management, Llc | West Palm Beach | FL | 08/2026 | Present |
Rental Property; Not-investment-related; 9266 W Atlantic Blvd Apt 1022 Coral Springs, FL 33071; Owner of rental property; Start date: 11/2022; 1-5 hours per month, some of which may occur during securities trading hours; general property management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-07 |
| S66 | Uniform Combined State Law Examination | 2009-02-08 |
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