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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-07-01 |
| TX | RA | APPROVED | 2019-07-01 |
Branch Locations
150 S. Wacker Drive Suite 3050, 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 |
|---|---|---|---|---|
| Lodestar Investment Counsel, Llc | Chicago | IL | 01/2015 | 06/2019 |
| Bartlett Wealth Management | Chicago | IL | 07/2019 | Present |
1.) Village of Lincolnshire Police Pension Board; Not investment-related; 100 S. Lincolnshore Rd, Lincolnshire, IL 60069 Police Pension board; Start date 4/1/2022; 10 hours or less per month; 0 hours during trading hours; police pension board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-14 |
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