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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 | 2026-08-06 |
| FL | RA | APPROVED | 2026-07-07 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
525 Okeechobee Boulevard Suite 1600, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cresset Asset Management, Llc | West Palm Beach | FL | 05/2026 | Present |
| Mfs Investment Management | Boston | MA | 01/2018 | 06/2018 |
| Axa Xl Catlin Services | Madrid | 02/2020 | 03/2020 | |
| Kpmg | Boston | MA | 01/2021 | 05/2021 |
| Pederson&Co | Miami | FL | 08/2022 | 12/2022 |
| Northeastern University | Boston | MA | 08/2016 | 12/2017 |
| Unemployed | Palm Beach Gardens | FL | 01/2023 | 11/2023 |
| Stifel, Nicolaus & Company, Incorporated | Palm Beach Gardens | FL | 12/2023 | 05/2026 |
| Unemployed | Palm Beach Gardens | FL | 09/2021 | 07/2022 |
| Northeastern University | Boston | MA | 08/2018 | 12/2019 |
| Northeastern University | Boston | MA | 04/2020 | 04/2021 |
| Northeastern University | Boston | MA | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-16 |
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