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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| CO | RA | APPROVED | 2021-07-28 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
1144 15Th Street, Suite 3675, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan | Denver | CO | 05/2013 | 06/2019 |
| Cresset Asset Management, Llc | Denver | CO | 07/2021 | Present |
| Walton Enterprises | Denver | CO | 06/2019 | 07/2021 |
As of January 2016, Ms. Ramich serves as trustee for a client/family member's trust. This endeavor is not investment related. Ms. Ramich devotes approximately 1-5 hours per year in this capacity, none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
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