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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-22 |
Branch Locations
101 California Street Suite 4200, San Francisco, CA 94111 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saratoga Research & Investment Management | Saratoga | CA | 03/2010 | 10/2019 |
| First Republic Investment Management, Inc | San Francisco | CA | 07/2020 | 07/2024 |
| Na - Member Of Promatch - Silicon Valley's Professional Network | Sunnyvale | CA | 01/2020 | 07/2020 |
| First Republic Securities Company, Llc | San Francisco | CA | 06/2023 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 07/2024 |
| Unemployed | Los Gatos | CA | 07/2024 | 01/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
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