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227 West Monroe Suite 4300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-21 |
| NY | RA | APPROVED | 2025-10-17 |
Branch Locations
East Hampton, NY • United States
227 West Monroe Suite 4300, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Management Company Llp | Boston | MA | 04/2014 | 09/2017 |
| Wellington Management Advisers, Inc. | Boston | MA | 05/2014 | 09/2017 |
| Stratifi, Llc | San Francisco | CA | 09/2017 | 05/2018 |
| Blackrock Investments, Llc | New York | NY | 07/2024 | Present |
| Blackrock | New York | NY | 05/2024 | Present |
| Spiderrock Advisors | Chicago | IL | 05/2018 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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