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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Dopkins Wealth Management | Buffalo | NY | 02/2022 | 06/2024 |
| Snowden Lane Partners | Amherst | NY | 08/2021 | 02/2022 |
| M&T Bank | Buffalo | NY | 06/2021 | 08/2021 |
| Cornerstone Community Federal Credit Union | Lockport | NY | 06/2020 | 06/2021 |
| Us Energy Partners, Llc | Buffalo | NY | 11/2017 | 06/2020 |
| Lockport Family Ymca | Lockport | NY | 05/2019 | 09/2021 |
| Village Eatery | Lockport | NY | 06/2016 | 10/2018 |
| Canisius College | Buffalo | NY | 08/2019 | 05/2023 |
| St Josephs Collegiate Institute | Kenmore | NY | 08/2015 | 05/2019 |
| Hightower Advisors | Chicago | IL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-02 |
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