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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-15 |
Branch Locations
1999 Avenue Of The Stars Suite 3200, Los Angeles, CA 90067 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bel Air Securities Llc | Los Angeles | CA | 02/2006 | 09/2021 |
| Bel Air Investment Advisors | Los Angeles | CA | 02/2006 | 09/2021 |
| Bel Air Management Company Llc | Los Angeles | CA | 03/2021 | 09/2021 |
| Hightower Advisors | Chicago | IL | 09/2021 | Present |
Investment adviser for BEL AIR INVESTMENT ADVISORS LLC, AFFILIATED INVESTMENT ADVISOR TO BEL AIR SECURITIES LLC. Partner of Bel Air Management Company LLC, which provides various services to BAIA. Board of Trustee (Finance and Investment Committees) of The Buckley School (Sherman Oaks, CA); The Buckley School is a K-12 Independent School (501(c)(3)non profit); approximately 2 hours/month and none during trading hours. Trustee (Asst Treasurer, Finance and Investment Committees) of Temple Israel of Hollywood (Los Angeles, CA); Temple Israel of Hollywood is a religious organization (501(c)(3) non profit); approximately 2 hours/month and 1 hour/month during trading hours; Board of Directors (Investment Committee) of Cedars Sinai Medical Center (Los Angeles, CA); approximately 2 hours/quarter. Owns multi-family rental properties in Chicago and Los Angeles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-26 |
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