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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-09 |
Branch Locations
300 S Wacker Drive Suite 1680, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telemus Capital, Llc | Chicago | IL | 01/2019 | 03/2024 |
| Bmo Private Bank | Winnetka | IL | 07/2017 | 01/2019 |
| Bmo Harris Bank | Highland Park | IL | 09/2015 | 07/2017 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 03/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-29 |
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