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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 | 2025-09-17 |
| CO | RA | APPROVED | 2021-10-05 |
Branch Locations
1144 15Th Street Suite 3675, Denver, CO 80202 • 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 |
|---|---|---|---|---|
| J.P Morgan | Denver | CO | 06/2010 | 08/2021 |
| Cresset Asset Management, Llc | Denver | CO | 08/2021 | Present |
1. Denver Museum of Nature and Science; Non-Investment Related; 2001 Colorado Blvd Denver, CO, 80205; Non-Profit; Foundation Board Member; 02/2023; 1-5 hours per month; Quarterly meetings to discuss foundation portfolio and other related topics. 2. St. Annes Episcopal Church; Investment-related; 2701 S York Street Denver, CO 80210; Non-Profit; Investment Committee Member; 07/2025; 1-5 hours per month; Participate in investment committee meetings with the investment consultant and other committee members 3-4 times per year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-31 |
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