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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
1144 15Th Street Suite 3675, Denver, CO 80202 • 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 Private Bank | Denver | CO | 07/2015 | 01/2019 |
| J.P Morgan Private Bank | Denver | CO | 02/2022 | 04/2026 |
| J.P Morgan Private Bank | Denver | CO | 02/2019 | 01/2022 |
| Cresset Asset Management, Llc | Denver | CO | 04/2026 | Present |
Kent Denver School; 4000 East Quincy Avenue Englewood, Colorado 80113; Not Investment-related; Since 09/01/2024; Board Member; Nonprofit Private School; Ex-officio with no voting rights board member; Devotes 0-10 hours/month; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
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