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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-12-13 |
Branch Locations
150 S. Wacker Drive Suite 3050, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovitz Securities, Llc | Chicago | IL | 09/2015 | 09/2019 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 09/2015 | 09/2019 |
| Bartlett & Co Wealth Management | Chicago | IL | 12/2019 | Present |
Board member since November 2019 for Tuesday's Child, a non-profit organization helping families address behavioral issues through individualized training for both parents and children. Melissa Provides help with strategic and budget planning, fundraising, and general volunteer work. Address: 3622 N California Ave., Chicago, IL 60618. Approx.10 hrs/month during non business securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-29 |
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