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1955 Field Court Suite 203, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-03-02 |
Branch Locations
225 E. Deerpath Rd Suite 200, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exi Investment Partners | Lake Forest | IL | 02/2020 | Present |
| Parallel49 Equity | Lake Forest | IL | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-10 |
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