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200 West Madison St Suite 2610, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-05-11 |
Branch Locations
200 West Madison St Suite 2610, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Ridge Investments, Llc | Chicago | IL | 06/2014 | 07/2018 |
| Imst Distributors, Llc | Chicago | IL | 09/2014 | 12/2018 |
| North Square Investments Llc | Chicago | IL | 07/2018 | Present |
| Foreside Fund Services, Llc | Chicago | IL | 12/2022 | Present |
| Compass Distributors, Llc | Chicago | IL | 12/2018 | 12/2022 |
1: North Square Investments LLC: Investment Related: Registered Investment Advisor, Chicago, IL; Began 07/17/2018; Senior Managing Director and Head of Distribution; sales, marketing and client service; 160 Hours Per Month, 150 Hrs. Trading Hours In addition to being an Investment Advisor Representative of North Square Investments LLC, this associate is a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Fund Services, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-14 |
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