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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-29 |
| CO | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
5825 Delmonico Drive Suite 320, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisor, Llc | Chicago | IL | 05/2026 | Present |
| J.P. Morgan Securities, Llc | Falcon | CO | 12/2021 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Falcon | CO | 12/2021 | 02/2023 |
| Green Ivy Bookkeeping, Llc | Colorado Springs | CO | 01/2020 | 12/2021 |
| Muse Comics + Games | Colorado Springs | CO | 11/2011 | 01/2024 |
| Amvara Financial Llc | Colorado Springs | CO | 10/2023 | 05/2026 |
1) OBA Name: Rotary Club, Role: Board Member. Description: The Board reviews the current volunteer activity of the club and performs club admin tasks. Also checks in with club officers. Non investment related. Time spent: Approximately 10 hours/month. 2) OBA Name: StableStrides. Role: Board Member. Description: Serve as a board member for the nonprofit equine therapy organization StableStrides. Board members help determine and support the mission, purposes, goals and policies of the organization. They assess the performance of the organization compared to its goals. They also serve as advocates and ambassadors in the community for the organization. Non-investment related. Time spent: approximately 4 hours/month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
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