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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 | 2025-12-17 |
| FL | RA | APPROVED | 2022-01-11 |
Branch Locations
525 Okeechobee Blvd Suite 1600, West Palm Beach, FL 33401 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 10/2017 | 01/2022 |
| Lowry Research | Palm Beach Gardens | FL | 11/2010 | 09/2017 |
| Bank Of America Private Bank | Palm Beach | FL | 09/2017 | 01/2022 |
| Cresset Asset Management, Llc | West Palm Beach | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-03 |
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