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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-17 |
| OK | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2025-02-19 |
Branch Locations
3953 Maple Ave Suite 250, Dallas, TX 75219 • 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 |
|---|---|---|---|---|
| Crow Holdings Capital | Dallas | TX | 06/2015 | 10/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 11/2024 | Present |
West Dallas Community School Foundation; 2300 Canada Dr. Dallas, TX 75212; investment-related; Board Member and Investment Committee Member; as of 07/2021; 1-5 hours per month which occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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