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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-17 |
| NY | RA | APPROVED | 2023-08-01 |
| CT | RA | APPROVED | 2023-04-21 |
Branch Locations
565 5Th Avenue 27Th Floor, New York, NY 10017 • United States
88 Field Point Road Suite 102, Greenwich, CT 06830 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc. | New York | NY | 10/2013 | 05/2017 |
| Stephens Inc | New York | NY | 05/2017 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2019 | 10/2020 |
| Bank Of America, N.A. | New York | NY | 10/2019 | 10/2020 |
| First Republic Securities Company, Llc | Greenwich | CT | 10/2020 | 04/2023 |
| First Republic Investment Management, Inc. | Greenwich | CT | 10/2020 | 04/2023 |
| Cresset Asset Management, Llc | Greenwich | CT | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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