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Michael David Peart

Embree Financial Group

Chicago, IL

Phoenix, AZ

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Current Employers
Embree Financial Group

440 N Wells St Suite 530, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-23
IL RA APPROVED 2018-07-07
  • AZ RA
    APPROVED
    Since 2025-01-23
  • IL RA
    APPROVED
    Since 2018-07-07

Branch Locations

440 N Wells St Suite 530, Chicago, IL 60654 • United States

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Llc Chicago IL 06/2015 06/2018
Purshe Kaplan Sterling Investments Albany NY 06/2015 06/2018
Embree Financial Group Chicago IL 06/2018 Present
  • 06/2015 → 06/2018
    Mcadam Llc
    Chicago, IL
  • 06/2015 → 06/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2018 → Present
    Embree Financial Group
    Chicago, IL
Previous Registrations
  • 2017-07-28 → 2018-06-11
    Mcadam Llc
    Chicago, IL
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-28
S63 Uniform Securities Agent State Law Examination 2015-08-08
  • S65 Uniform Investment Adviser Law Examination
    2017-07-28
  • S63 Uniform Securities Agent State Law Examination
    2015-08-08

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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