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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-04-22 |
| WY | RA | APPROVED | 2026-04-22 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States
Wilson, WY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Atlanta | GA | 08/2006 | 10/2025 |
| Cresset Asset Management, Llc | Atlanta | GA | 11/2025 | Present |
Harmonic Capital, LP; 5425 Wisconsin Ave, #600, Chevy Chase, MD 20815; not investment related; start date: 03/2026; Advisory Board Member; 1-5 hours per month, none of which are during securities trading hours; provides guidance to General Partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
| S66 | Uniform Combined State Law Examination | 2006-10-27 |
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