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101 N Wacker Dr Suite 1500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
1225 Coast Village Rd #C, Santa Barbara, CA 93108 • United States
101 N Wacker Dr Suite 1500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalan Llc | Santa Barbara | CA | 06/2019 | 04/2026 |
| Student | Santa Barbara | CA | 01/2009 | 05/2019 |
| Zacks Intelligence, Llc | Chicago | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
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