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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-11 |
| IL | RA | APPROVED | 2018-12-14 |
Branch Locations
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mitchell, Vaught And Taylor | Chicago | IL | 02/2017 | 12/2018 |
| Simpson Thatcher Bartlett | New York | NY | 12/2013 | 01/2017 |
| Merriment Advisors Llc Dba Propel Financial Advisors Llc | Chicago | IL | 12/2018 | Present |
Member and landowner at Elise Farms LLC since 12/2016. Not investment related. 0.5 hours per month not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
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