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Arlington Heights, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-12 |
Branch Locations
Arlington Heights, IL • United States
134 N Lasalle St Ste 1760, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-31 |
| IL | RA | APPROVED | 2024-12-23 |
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 | 11/2024 | Present |
| Bank Of America Private Bank (F.k.a U.S. Trust) | Chicago | IL | 08/2017 | 11/2024 |
| Duff & Phelps, Llc | Chicago | IL | 07/2015 | 04/2017 |
| Unemployed | Chicago | IL | 04/2017 | 08/2017 |
| Voyage Point Wealth Management | Arlington Heights | IL | 08/2026 | Present |
Name: RISE Investments Investment-Related: Yes Nature of Business: Investment Adviser Firm Address: 134 N LaSalle St., Suite 1760 Chicago, Illinois 60602 Start Date: 11/2014 Position/Title/Relationship/Duties: Chief Investment Officer & Wealth Advisor Number Hours/Month: 160 Number Hours/Month During Trading Hours: 160
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