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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-16 |
Branch Locations
9777 Wilshire Blvd Suite 90212, Beverly Hills, CA 90212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lourd Capital Management | Beverly Hills | CA | 10/2012 | Present |
| Hightower Advisors Llc | Chicago | IL | 07/2019 | Present |
BUSINESS NAME MARLBOROUGH SCHOOL BUSINESS ADDRESS 250 SOUTH ROSSMORE AVENUE LOS ANGELES, CA 90004 TYPE OF BUSINESS GIRLS SCHOOL TITLE BOARD MEMBER AND VICE CHAIR APPROXIMATE DATE OF INCORPORATION 1889 IS THE COMPANY PUBLICLY OR PRIVATELY HELD? PRIVATE THIS BUSINESS IS NOT INVESTMENT-RELATED. DO YOU RECEIVE COMPENSATION FOR YOUR INVOLVEMENT WITH THIS COMPANY? NO DESCRIBE YOUR ACTIVITIES, DUTIES AND RESPONSIBILITIES. I AM A BOARD MEMBER AND VICE PRESIDENT. WHAT DATE DID YOU/WILL YOU START YOUR RELATIONSHIP WITH THIS OUTSIDE ENTITY? 01/2003 HOW MANY HOURS PER WEEK DO YOU INTEND TO SPEND OR ARE CURRENTLY SPENDING WORKING FOR THE COMPANY? DURING OFFICE HOURS 0 OUTSIDE OFFICE HOURS 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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