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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
101 California Street Suite 4200, San Francisco, CA 94111 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan | New York | NY | 07/2008 | 01/2020 |
| Cresset Asset Management, Llc | San Francisco | CA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
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