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500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-05 |
Branch Locations
500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Norman | OK | 09/2015 | 09/2016 |
| Invesco | Houston | TX | 09/2016 | 12/2018 |
| Invesco | Houston | TX | 12/2018 | 10/2020 |
| Kestra Financial, Inc | Houston | TX | 10/2020 | 04/2021 |
| Performance Trust Capital Partners | Chicago | IL | 04/2021 | 01/2025 |
| Pt Asset Management | Chicago | IL | 04/2021 | Present |
| Alps Distributors. Inc. | Denver | CO | 02/2025 | Present |
PT Asset Management; Investment-Related; 500 W Madison St #500 Chicago, IL 60661; Asset Management; Internal Advisor Consultant; 04/01/2021; 160 HRS/MON; 130 HRS/MON During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-15 |
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