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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 11/2010 | 03/2026 |
| Dynasty Wealth Management, Llc | Albany | NY | 11/2010 | 12/2018 |
| Magnus Financial Group, Llc | New York | NY | 12/2018 | 12/2020 |
| Journey Strategic Wealth Llc | Summit | NJ | 12/2020 | 03/2026 |
| Hightower | Chicago | IL | 03/2026 | Present |
HOPE & HEROES. Not Investment Related. Presbyterian Hospital. New York, NY 10032. Charitable Organization. Director. Start 2003. 5 hours per month not during trading. Children's cancer fund who's main objective is to cure childhood cancers. Primarily a fund raising Group to support research & programs. 3. BLATTMAN 2012 GST EXEMPT TRUST; INVESTMENT RELATED; 410 WEST 24TH ST, 18F NEW YORK, NY 10011; TRUST ACCOUNT; TRUSTEE; START DATE: 7/12/2012; APPROX 2 HRS/MO; ACTING AS TRUSTEE FOR A CLOSE PERSONAL FRIEND, NOT RECEIVING COMPENSATION 4) CHARLES H. BROWN IRREVOCABLE TRUST. TRUSTEE, 8/2015-PRESENT. 1 HR/MONTH, NONE DURING TRADING, TRUSTEE FOR FAMILY TRUST. 5) LA MACINAIA WINES; NOT INVESTMENT RELATED; GAIOLE IN CHIANTI TUSCANY ITALY; LA MACINAIA WINES; BRAND AMBASSADORS-CONSULTANT; 03/2018; 5 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; REPRESENT LAMACINAIA WINES WITH US DISTRIBUTOR. 6) GREAT OAKS CHARTER SCHOOLS. Not Investment Related. 38 Delancey Street, 3rd Floor, New York NY 10002. Non Profit. Trustee. Start 4/2020. 4 hours per month not during trading. Interact with director discussing schools direction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-25 |
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