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700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-20 |
Branch Locations
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
700 Commerce Drive Suite 170, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-20 |
Branch Locations
Crested Butte, CO • United States
700 Commerce Drive Suite 170, Oak Brook, IL 60523 • United States
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ovation Partners, Lp | Austin | TX | 05/2014 | 05/2021 |
| Self Employed | Crested Butte | CO | 05/2021 | Present |
| Invicta Capital | Oakmont | PA | 12/2023 | 07/2025 |
| Invicta Advisors | Oakmont | PA | 12/2023 | 07/2025 |
| Rothschild Wealth Llc | Crested Butte | CO | 08/2025 | Present |
| Rothschild Financial Partners, Llc | Crested Butte | CO | 08/2026 | Present |
ROTHSCHILD FINANCIAL PARTERNS LLC INVESTMENT ADVISER CIO SINCE 08/2026 INVESTMENT RELATED ROTHSCHILD WEALTH LLC INVESTMENT ADVISER CIO SINCE 08/2026 INVESTMENT RELATED ATZ OZ MANAGEMENT, LLC ERA Adviser SOLE MEMBER SINCE 03/2023 INVESTMENT RELATED SELF EMPLOYED CRESTED BUTTE, CO CONSULTANT SINCE 05/2021 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-19 |
| S66 | Uniform Combined State Law Examination | 2013-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-13 |
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