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180 N Stetson Avenue Suite 5500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-27 |
Branch Locations
180 N Stetson Avenue Suite 5500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Research | Wilmette | IL | 01/2007 | Present |
| Foreside Financial Services, Llc | Chicago | IL | 11/2021 | 12/2023 |
1) Pritzker School of Molecular Engineering; Chicago IL; Non-Investment Related; Began 01/2011; Member of Dean's Advisory Council; Advise Dean as one of approx.15 Council members, Attend Council Meetings 2x/year. Serve as a member of Nominating Committee and Urban Education Committee; 1 hour per month with 0 hours during trading hours 2) Japan America Society of Chicago; Chicago, IL; Non-Investment Related; Began 01/2008; Not for profit, international friendship society; Director; Serve as one of approx. 80 directors for the society, renew annually. Minimal volunteer work, attend programs of the society; 1 hour per month with 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-08 |
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