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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| CO | RA | APPROVED | 2022-05-16 |
Branch Locations
1144 15Th Street, Suite 3675, Denver, CO 80202 • 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 |
|---|---|---|---|---|
| Cresset Asset Management, Llc | Denver | CO | 04/2022 | 04/2025 |
| Servicesource Inc | Denver | CO | 12/2018 | 04/2022 |
| Pioneer Landscape Centers | Highlands Ranch | CO | 12/2016 | 08/2018 |
| Arrow Electronics | Centennial | CO | 12/2015 | 12/2016 |
| Unemployed | Denver | CO | 08/2018 | 12/2018 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-16 |
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