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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-02 |
Branch Locations
10 South Wacker Drive, Suite 3100, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Partners, Inc | Northbrook | IL | 04/2005 | 12/2023 |
| Frontegra Strategies, Llc | Northbrook | IL | 08/2007 | 12/2023 |
| Corient | Itasca | IL | 01/2024 | Present |
| Corient Services Llc | Miami | FL | 01/2024 | Present |
Name of Business: Elmhurst Fireman's Pension Plan Investment-related: Yes Address: 209 N York St, Elmhurst, IL 60126 Nature of Business: Pension Plan for local firefighters Position: Public Trustee Start date: December 2023 Hours/Month: .5 Hours/Month During Security Trading Hours: .5 Duties: Help with the plan administration, discuss pension benefits for injured firefighters, cybersecurity, and other topics.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-19 |
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