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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-07 |
| IL | RA | APPROVED | 2019-11-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Bny Mellon Wealth Management | Chicago | IL | 02/2012 | 08/2019 |
| Cresset Asset Management, Llc | Chicago | IL | 09/2019 | 04/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-11 |
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