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353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-09 |
Branch Locations
4400 Post Oak Parkway Suite 2330, Houston, TX 77027 • United States
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alaska Conservation Foundation | Anchorage | AK | 06/2014 | 10/2017 |
| Cornerstone Advisors, Inc. | Bellevue | WA | 10/2017 | 09/2020 |
| Pathstone | Bellevue | WA | 10/2020 | 03/2021 |
| The Mather Group | Chicago | IL | 04/2021 | 06/2023 |
| Linscomb & Williams | Houston | TX | 06/2023 | 01/2024 |
| The Mather Group | Chicago | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-03 |
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