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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 | 2025-10-30 |
| CA | RA | APPROVED | 2023-06-02 |
Branch Locations
2500 Sand Hill Road Suite 110, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2014 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2019 | 06/2021 |
| Bank Of America, N.A. | San Francisco | CA | 12/2019 | 06/2021 |
| First Republic Securities Company, Llc | Menlo Park | CA | 06/2021 | 04/2023 |
| First Republic Investment Management, Inc | Menlo Park | CA | 06/2021 | 04/2023 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-03 |
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