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500 West Madison Street Suite 1000, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-21 |
| IL | RA | APPROVED | 2020-02-11 |
Branch Locations
500 West Madison Street Suite 1000, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | Chicago | IL | 12/2007 | 09/2017 |
| Cresset Wealth Advisors, Llc | Chicago | IL | 09/2017 | 07/2019 |
| Cresset Asset Management, Llc (Fka Cresset Wealth Advisors, Llc) | Chicago | IL | 09/2017 | 07/2019 |
| Matrix Private Capital Group Llc | New York | NY | 12/2019 | Present |
| Matrix Private Capital Group Llc | New York | NY | 07/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
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