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3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-03 |
Branch Locations
3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young (Ey) | Chicago | IL | 10/2014 | 08/2018 |
| Jp Morgan Chase Bank | Chicago | IL | 08/2018 | 08/2025 |
| Vertex Planning Partners Llc | Downers Grove | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-03 |
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