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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-14 |
Branch Locations
181 W. Madison St. 36Th Floor, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 03/2012 | 06/2023 |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | 10/2024 |
| Cibc World Markets Corp. | Chicago | IL | 10/2024 | Present |
| Sei Investments Distribution Co. | Oaks | PA | 07/2023 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-17 |
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