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7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-14 |
Branch Locations
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States
Jupiter, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hirtle Callaghan & Co. Llc | West Conshohocken | PA | 05/2014 | 06/2017 |
| Exelon Corporation | Chicago | IL | 07/2017 | 05/2019 |
| Unemployed | Chicago | IL | 05/2019 | 03/2020 |
| Rbx Associates | Commack | NY | 04/2020 | Present |
| Global Strategic Investment Solutions, Llc | Chicago | IL | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-23 |
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