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134 N Lasalle St Ste 1760, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-10 |
| FL | RA | APPROVED | 2025-10-31 |
| IL | RA | APPROVED | 2024-12-20 |
Branch Locations
134 N Lasalle St Ste 1760, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rise Investment Management, Llc | Chicago | IL | 02/2019 | Present |
| Origin Consulting, Llc | Chicago | IL | 08/2017 | 10/2024 |
| Duff & Phelps, Llc | Chicago | IL | 06/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-12 |
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