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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-26 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Investment Company Llc | Newport Beach | CA | 06/2014 | 05/2017 |
| Capital Group | Irvine | CA | 12/2017 | 02/2018 |
| The Mather Group | Chicago | IL | 05/2018 | 04/2019 |
| Relocation | Irvine | CA | 05/2017 | 12/2017 |
| Relocation | Chicago | IL | 02/2018 | 05/2018 |
| Travel | Chicago | IL | 04/2019 | 02/2020 |
| Taiber Kosmala & Associates | Chicago | IL | 02/2020 | 07/2020 |
| Travel | Chicago | IL | 07/2020 | 11/2020 |
| Nuveen | Chicago | IL | 11/2020 | 06/2021 |
| Northern Trust | Chicago | IL | 06/2021 | 12/2021 |
| Nuveen | Chicago | IL | 12/2021 | 05/2025 |
| Travel | Chicago | IL | 05/2025 | 01/2026 |
| Savvy | Chicago | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
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