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231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-01 |
Branch Locations
231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrington High School | Barrington | IL | 08/2014 | 08/2018 |
| Indiana University | Bloomington | IN | 08/2018 | 09/2022 |
| Alliance Service Group | Barrington | IL | 06/2019 | 08/2019 |
| Amazon | Wood Dale | IL | 06/2020 | 08/2020 |
| Capco | Chicago | IL | 06/2021 | 08/2021 |
| Capco | Chicago | IL | 09/2022 | 12/2025 |
| Great Lakes Advisors | Chicago | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
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