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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-20 |
Branch Locations
150 S. Wacker Drive Suite 3050, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodestar Investment Counsel, Llc | Chicago | IL | 12/2002 | 06/2019 |
| Waterstone Financial Group | Itasca | WI | 01/2004 | 06/2019 |
| Bartlett Asset Management | Chicago | IL | 07/2019 | Present |
1.) Marion Investment Partners LLC; Investment-related; 780 Green Bay Rd., Highland Park IL, 60035; Private Investments; Managing Member; 1/1/2021; 10 hours or less per month; 0 hours during trading hours; Managing member of this LLC. Oversee the private investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-20 |
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