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401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-01 |
Branch Locations
401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Chicago | IL | 08/2016 | 11/2016 |
| Northern Trust | Chicago | IL | 11/2016 | 03/2018 |
| Loeb & Loeb | Chicago | IL | 04/2018 | 08/2019 |
| Bmo Harris Bank | Chicago | IL | 08/2019 | 03/2022 |
| Bmo Family Office | Santa Monica | CA | 04/2022 | 01/2024 |
| Fifth Third | Chicago | IL | 02/2024 | 04/2025 |
| Unemployed | Chicago | IL | 05/2025 | 09/2025 |
| Sapient Capital Llc | Chicago | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
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