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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-12 |
Branch Locations
520 Lake Cook Road Suite 520, Deerfiled, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Relative Value Partners Group, Llc | Northbrook | IL | 08/2016 | 08/2024 |
| Kovitz Investment Group Partners, Llc | Deerfield | IL | 08/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
1) Congregation Sukkat Shalom; Investment related activity; 1001 Central Avenue, Wilmette, IL 60091; Committee Member; I serve on a committee for this non-profit to evaluate the managers of an endowment fund; Meet with firms who manage the funds quarterly to review their strategies and performance. Recommend changes to strategies or advisors if necessary; Start date 2022; Approximate number of hours/month devoted 1-5 2) Prairie Management Group; Investment related activity; 1474 Techny Road, Northbrook, IL 60062; Family office; Independent member of Board of Managers; State date 07/01/2018; Approximate number of hours/month devoted 1-2; Attend Board meetings, advise, and vote on matters relevant to the family and family office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-28 |
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