Best Investors Account Sign in
Inactive

Gary Bruce Patzik

Mulberry Capital Management LLC

Northbrook, IL

Claim This Profile
Current Employers
Mulberry Capital Management Llc

Northbrook, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-06-08
  • IL RA
    APPROVED
    Since 2021-06-08

Branch Locations

Northbrook, IL • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sumo Capital, Llc Chicago IL 03/2014 09/2016
Budo Group Llc Chicago IL 01/2016 06/2019
Budo Securities Llc Chicago IL 06/2019 07/2019
Mulberry Capital Management Llc Northbrook IL 05/2021 Present
Mulberry Capital Management Llc Northbrook IL 06/2020 Present
Semi-Retired Northbrook IL 08/2019 05/2020
  • 03/2014 → 09/2016
    Sumo Capital, Llc
    Chicago, IL
  • 01/2016 → 06/2019
    Budo Group Llc
    Chicago, IL
  • 06/2019 → 07/2019
    Budo Securities Llc
    Chicago, IL
  • 05/2021 → Present
    Mulberry Capital Management Llc
    Northbrook, IL
  • 06/2020 → Present
    Mulberry Capital Management Llc
    Northbrook, IL
  • 08/2019 → 05/2020
    Semi-Retired
    Northbrook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-14
  • S65 Uniform Investment Adviser Law Examination
    2020-12-14

View on SEC IAPD

More in Northbrook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor