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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-05 |
Branch Locations
111 W Wesley St Suite 1, Wheaton, IL 60187 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-05 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edge Portfolio Management, Llc | Wheaton | IL | 08/2005 | 02/2026 |
| Alpha Cubed Investments, Llc | Irvine | CA | 01/2016 | 09/2017 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
1) BREAKTHROUGH URBAN MINISTRIES; NON-INVESTMENT RELATED; 402 N ST LOUIS AVE CHICAGO IL 60624; NON-PROFIT; ADVISORY BOARD MEMBER; 01/2011; 1 HR/MONTH; 0 DURING TRADING HOURS; ATTEND QUARTERLY MEETINGS TO PROVIDE ADVICE 2) EDGE FINANCIAL REAL ESTATE GROUP; INVESTMENT RELATED; 111 W WESLEY ST SUITE 1 WHEATON IL; REAL ESTATE OWNERSHIP; OWNER; 06/2022; 1 HR/MONTH DURING TRADING HOURS; 1 HR/MONTH OUTSIDE TRADING HOURS; OVERSEE OWNERSHIP OF BUILDING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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