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500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-15 |
Branch Locations
500 W. Madison Street Suite 500, Chicago, IL 60661 • United States
Melrose, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scudder Distributors, Inc | Chicago | IL | 04/2003 | 12/2016 |
| Unemployed | Melrose | MA | 01/2017 | 06/2017 |
| Destra Capital Investments Llc | Melrose | MA | 07/2017 | 09/2018 |
| Destra Capital Advisors, Llc | Melrose | MA | 06/2018 | 09/2018 |
| Performance Trust Capital Partners, Llc | Chicago | IL | 10/2018 | 01/2025 |
| Pt Asset Management | Chicago | IL | 10/2018 | Present |
| Alps Distributors, Inc. | Denver | CO | 02/2025 | Present |
PT Asset Management; Investment-Related; 500 W Madison St #500 Chicago, IL 60661; Asset Management; Fixed Income Director; 10/01/2018; 160 HRS/MON; 130 HRS/MON During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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