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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-02 |
| MA | RA | APPROVED | 2025-11-13 |
| DE | RA | APPROVED | 2024-04-22 |
| FL | RA | APPROVED | 2023-05-30 |
| SC | RA | APPROVED | 2023-02-15 |
| CA | RA | APPROVED | 2023-02-14 |
| WI | RA | APPROVED | 2023-02-14 |
| NM | RA | APPROVED | 2017-09-07 |
| AL | RA | APPROVED | 2017-09-06 |
| IL | RA | APPROVED | 2017-09-06 |
| MI | RA | APPROVED | 2017-09-06 |
| NC | RA | APPROVED | 2017-09-06 |
| OH | RA | APPROVED | 2017-09-06 |
| TX | RA | APPROVED | 2017-09-06 |
Branch Locations
181 W. Madison St 35Th Floor, Chicago, IL 60602-4690 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Investment Management Of Chicago, Llc | Chicago | IL | 02/2010 | 08/2017 |
| At Investment Advisers Inc. | Chicago | IL | 08/2017 | Present |
KCK Pack LLC - Investment in two vacation homes in Northern Michigan used for short term rentals. Both managed by a full time property management company. Structure of business is an LLC with my husband and myself as 100% owners since September 2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-16 |
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