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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-19 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale Wealth Management, Llc | Austin | TX | 07/2020 | 10/2020 |
| Pilytix Llc | Austin | TX | 09/2019 | 07/2020 |
| St. Louis Cardinals, Llc | St. Louis | MO | 06/2019 | 05/2020 |
| Yale University | New Haven | CT | 08/2015 | 05/2019 |
| Avondale Wealth Management, Llc | Austin | TX | 10/2020 | 09/2023 |
| Cresset Asset Management, Llc | Austin | TX | 09/2023 | 04/2026 |
| Cresset Asset Management, Llc | Austin | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-09 |
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