Best Investors Account Sign in
Inactive

Elizabeth Clark Francis

Santa Barbara Management

Chicago, IL

Claim This Profile
Current Employers
Santa Barbara Management

222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-20
NY RA APPROVED 2026-01-20
IL RA APPROVED 2025-04-28
  • CA RA
    APPROVED
    Since 2026-01-20
  • NY RA
    APPROVED
    Since 2026-01-20
  • IL RA
    APPROVED
    Since 2025-04-28

Branch Locations

222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santa Barbara Management Chicago IL 03/2025 Present
Athenahealth, Inc Chicago IL 04/2024 03/2025
Tegus Chicago IL 09/2019 02/2024
Mealpal Chicago IL 07/2018 08/2019
Pepsico Chicago IL 08/2016 06/2018
  • 03/2025 → Present
    Santa Barbara Management
    Chicago, IL
  • 04/2024 → 03/2025
    Athenahealth, Inc
    Chicago, IL
  • 09/2019 → 02/2024
    Tegus
    Chicago, IL
  • 07/2018 → 08/2019
    Mealpal
    Chicago, IL
  • 08/2016 → 06/2018
    Pepsico
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor