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444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-24 |
Branch Locations
444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust Bank | Chicago | IL | 11/2014 | 12/2020 |
| Uber | Park Ridge | IL | 01/2015 | 10/2020 |
| Arete Wealth Management Llc | Chicago | IL | 01/2021 | 04/2024 |
| Arete Wealth Advisors Llc | Chicago | IL | 05/2022 | 04/2024 |
| Center Street Securities | Nashville | TN | 05/2022 | 04/2024 |
| Center Street Advisors | Nashville | TN | 05/2022 | 04/2024 |
| Geowealth Management | Chicago | IL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-29 |
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