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333 West Wacker Drive, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| IL | RA | APPROVED | 2026-08-13 |
| NY | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | New York | NY | 09/2010 | 07/2021 |
| Capella Securities Llc | New York | NY | 01/2022 | 08/2023 |
| Nuveen Securities, Llc | Miami | FL | 07/2025 | Present |
| Brooklyn Investment Group, Llc | Miami | FL | 07/2021 | 05/2026 |
| Nuveen Asset Management Llc | Chicago | IL | 05/2026 | Present |
(1)Name: Ethos Capital Oy Position: Chairman and Part-Owner Nature: Private investment company engaged in private real estate investments in Finland. Currently operates a residential real estate fund and a light industrial real estate fund. Investment Related (Y/N): Yes Devotes 1 Hour/month Start Date: December 2021 Address: Helsinki, Finland Description: Duties include advising company management and general strategic oversight. (2)Name: FundCo Oy Position: Advisor and Part-Owner Nature: Private company that creates private equity feeder funds and access vehicles that helps Finnish investors invest in global private equity funds. Investment Related (Y/N): Yes Devotes 1 hour/month Start Date: September 2023 Address: Helsinki, Finland Description: Duties include advising company management on business strategy. (3)Name: American Scandinavian Foundation Position: Executive Trustee Nature: Cultural Foundation Investment Related (Y/N): Yes Devotes 1 hour/month Start Date: December 2018 Address: 58 Park Avenue, New York, NY 10016 Description: Board Member providing advice on asset allocation on the investment committee. (4) Name: Atomic Insights, Inc. Position: Advisor Nature: Payment workflow automation for RIAs and Family Offices Investment Related: No Hours: 1 hours per week Securities trading hours: 0 Start date: 3/31/2026 Address: 16868 Via Del Campo Ct., Ste. 100 San Diego, CA 92127 Description: Provide advice on business strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
| S66 | Uniform Combined State Law Examination | 2012-03-19 |
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