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400 Skokie Blvd Suite 455, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-01-19 |
Branch Locations
400 Skokie Blvd Suite 455, Northbrook, IL 60062 • United States
400 Skokie Blvd Suite 455, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Private Bank | Chicago | IL | 01/2016 | 04/2017 |
| Trifecta Capital Advisors, Llc | Northrbook | IL | 01/2022 | Present |
| Bmo Private Bank | Chicago | IL | 04/2017 | 01/2022 |
1. 2016- JOFFREY BALLET BOARD OF DIRECTORS AND WOMEN'S BOARD. BOARD MEMBER. NO COMPENSATION RECEIVED. NO CHECK WRITING AUTHORITY. TIME SPENT= 2 HOURS/MONTH 2. RECIPE FOR CHANGE. NOT INVESTMENT RELATED. 507 CHESTNUT WINNETKA, IL 60093. START DATE: 11/2022. BOARD OF DIRECTORS MEMBER - TREASURER. 2 HRS/QTR DURING SECURITIES TRADING HOURS. 2 HRS/YR OUTSIDE OF SECURITIES TRADING HOURS. 3. EVAN JOSEPH GERSTEIN FOUNDATION. NOT INVESTMENT RELATED. 1300 W. SCHUBERT CHICAGO, IL 60613. START DATE 12/2018. BOARD OF DIRECTORS MEMBER - TREASURER. 1HR/QTR DURING SECURITIES TRADING HOURS. 3 HRS/YR OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-15 |
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