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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-11 |
Branch Locations
3650 Mansell Road Suite 400, Alpharetta, GA 30022 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith & Howard | Atlanta | GA | 11/2013 | 07/2017 |
| Homrich Berg | Atlanta | GA | 07/2017 | 01/2021 |
| Bluerock Wealth Management Llc | Atlanta | GA | 02/2021 | 12/2021 |
| Hightower Advisors | Chicago | IL | 12/2021 | Present |
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