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200 West Madison St Suite 2610, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-13 |
Branch Locations
200 West Madison St Suite 2610, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 03/2022 | 07/2023 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 03/2019 | 03/2022 |
| Crooked Stick Golf Club | Carmel | IN | 05/2016 | 03/2019 |
| North Square Investments Llc | Chicago | IL | 08/2023 | Present |
| Foreside Fund Services, Llc | Chicago | IL | 11/2023 | Present |
North Square Investments LLC, Chicago, IL; Investment Related; Began 08/01/2023; Internal Sales Consultant; 180 hours per month In addition to being an Investment Advisor Representative of North Square Investments LLC, this associate is a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Fund Services, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-06 |
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