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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-29 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
50 Central Ave. Suite 930, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swordfish Grill | Cortez | FL | 05/2014 | 07/2019 |
| Westchase Golf Club | Tampa | FL | 08/2019 | 03/2021 |
| Kennedy Investments | Tampa | FL | 09/2020 | 03/2021 |
| The Otto Group At Hightower Advisors | Sarasota | FL | 03/2021 | Present |
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