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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-05 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3953 Maple Avenue Suite 250, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Los Angeles | CA | 08/2018 | 07/2020 |
| Deutsche Bank National Trust Co | Los Angeles | CA | 07/2018 | 07/2020 |
| University Of Miami | Coral Gables | FL | 01/2016 | 06/2018 |
| Rollins College | Winter Park | FL | 06/2013 | 12/2016 |
| Ch Investment Partners | Dallas | TX | 07/2020 | 11/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 11/2024 | Present |
Dallas Regional Chamber; 500 N Akard St., #2600 Dallas, TX 75201; investment-related; Investment Committee Board Member; as of 05/2024; 1-5 hours per year, which occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-08 |
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