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500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-12 |
Branch Locations
500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alps Distributors Inc. | Denver | CO | 02/2025 | Present |
| Performance Trust Asset Management, Llc | Chicago | IL | 01/2025 | Present |
| Performance Trust Capital Partners, Llc | Chicago | IL | 01/2025 | 01/2025 |
| Lawndale Christian Health Center | Chicago | IL | 01/2020 | 01/2025 |
| Cure Sma | Elk Grove Village | IL | 07/2018 | 12/2019 |
| Roth Music Group | West Chicago | CO | 05/2016 | 06/2018 |
1. PT Asset Management; Investment-Related; 500 W Madison St #500 Chicago, IL 60661; Asset Management; Internal Advisor Consultant; 09/01/2024; 160 HRS/MON; 130 HRS/MON During Trading Hours. 2. Roth Music Group; Not Investment-Related; Address on File; Digital Merchandise; Sole Proprietor; 08/21/2006; 1 HR/MON; None During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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