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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 | 2025-12-17 |
| FL | RA | APPROVED | 2022-03-22 |
Branch Locations
525 Okeechobee Blvd, West Palm Beach, FL 33401 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2020 | 02/2022 |
| Keiser University | West Palm Beach | FL | 08/2016 | 05/2020 |
| Burning Tree Country Club | Greenwich | CT | 05/2017 | 08/2017 |
| Burning Tree Country Club | Greenwich | CT | 05/2018 | 08/2018 |
| Cresset Asset Management, Llc | Boca Raton | FL | 02/2022 | 04/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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