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448 N. Lasalle Drive 9Th Floor, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub International | Chicago | IL | 06/2016 | 12/2021 |
| Forest Capital Management | Chicago | IL | 01/2022 | Present |
Consultant to "NTG Capital". NTG Capital is a private family office, they are investment related to the extent of family investments. I have worked approximately 1-2 hours a week as a consultant, primarily as an assistant to the Chief Financial Officer. I work primarily as a efficiency-consultant to their accounting processes. I was first engaged to consult on NTG Capital in 2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-08 |
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