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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-08 |
Branch Locations
1033 Skokie Blvd Suite 470, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | Chicago | IL | 08/1996 | 05/2017 |
| Relative Value Partners | Northbrook | IL | 10/2017 | 08/2024 |
| Unemployed | Winnetka | IL | 06/2017 | 10/2017 |
| Kovitz Investment Group Partners, Llc | Deerfield | IL | 08/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
The name of the other business: Kenilworth Union Church. Whether the business is investment-related: Yes. Address of the other business: 211 Kenilworth Ave Kenilworth, Illinois 60043. Nature of the other business: Member of Investment Committee. Your position: Member of the Investment Committee. Title or relationship with the other business: Member of the Investment Committee. Start date of your relationship: 04/16/2020. Approximate number of hours/months you devote to the other business: 1-5 hours/month. Number of hours you devote to the other business during securities trading hours: 1-5 hours/month. Briefly describe your duties relating to the other business: Reviews and makes recommendations for the asset allocation of the endowment fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-14 |
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