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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
| FL | RA | APPROVED | 2024-07-15 |
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 |
|---|---|---|---|---|
| Citigroup | Boca Raton | FL | 06/2016 | 12/2018 |
| Bank Of America | Palm Beach | FL | 12/2018 | 05/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-05 |
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