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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-04-05 |
| VA | RA | APPROVED | 2017-04-04 |
Branch Locations
8500 Leesburg Pike Suite 210, Vienna, VA 22182 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mclean | VA | 06/2009 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2017 |
| Arete Wealth Management, Llc | Chicago | IL | 02/2017 | Present |
| Arete Wealth Advisors, Llc | Chicago | IL | 02/2017 | Present |
American Experience: Checking account for hobby & collecting; not investment related; start date = 1956. Shareholder: Catskill Hudson Bank; common stock holder; start date = 1993. American Political Items Collectors: 501(c)3 educational organization; past president, executive editor; start date = 1978. Stockholder: Crowe & Company; start date = 2008.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-06 |
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