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Kendall Martin Lavelle

Mesirow Financial Investment Management, Inc.

Chicago, IL

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Current Employers
Mesirow Financial Investment Management, Inc.

353 N. Clark St, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-06-22
  • IL RA
    APPROVED
    Since 2021-06-22

Branch Locations

353 N. Clark St, Chicago, IL 60654 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mesirow Chicago IL 04/2021 Present
Marquette University Milwaukee WI 08/2013 09/2017
Rsm Us Llp Chicago IL 11/2017 07/2019
Unemployed Chicago IL 07/2020 11/2020
Fay Financial Chicago IL 12/2020 04/2021
Amg National Trust Chicago IL 08/2019 06/2020
  • 04/2021 → Present
    Mesirow
    Chicago, IL
  • 08/2013 → 09/2017
    Marquette University
    Milwaukee, WI
  • 11/2017 → 07/2019
    Rsm Us Llp
    Chicago, IL
  • 07/2020 → 11/2020
    Unemployed
    Chicago, IL
  • 12/2020 → 04/2021
    Fay Financial
    Chicago, IL
  • 08/2019 → 06/2020
    Amg National Trust
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-19
  • S65 Uniform Investment Adviser Law Examination
    2021-06-19

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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