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231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-03 |
| IL | RA | APPROVED | 2026-01-09 |
| WI | RA | APPROVED | 2026-01-09 |
Branch Locations
731 N. Jackson Street, Milwaukee, WI 53202 • United States
231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Asset Management U.S. | Kansas City | MO | 10/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-20 |
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