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Current Employers
Morningstar Investment Management Llc

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-21
  • IL RA
    APPROVED
    Since 2026-08-21

Branch Locations

22 West Washington Street, Chicago, IL 60602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Chicago IL 04/2020 07/2024
Rxbar Chicago IL 06/2018 08/2018
Goldman Sachs Chicago IL 01/2019 03/2019
Tyree & Dangelo Partners Chicago IL 06/2019 08/2019
Glen View Club Golf IL 06/2017 09/2017
Northwestern University Evanston IL 10/2017 05/2018
Northwestern Unviersity Evanston IL 09/2018 12/2018
Northwestern University Evanston IL 09/2019 03/2020
Northwestern University Evanston IL 07/2016 05/2017
Salesforce Chicago IL 08/2024 07/2026
Morningstar Investment Management Llc Chicago IL 08/2026 Present
  • 04/2020 → 07/2024
    Chicago, IL
  • 06/2018 → 08/2018
    Rxbar
    Chicago, IL
  • 01/2019 → 03/2019
    Goldman Sachs
    Chicago, IL
  • 06/2019 → 08/2019
    Tyree & Dangelo Partners
    Chicago, IL
  • 06/2017 → 09/2017
    Glen View Club
    Golf, IL
  • 10/2017 → 05/2018
    Northwestern University
    Evanston, IL
  • 09/2018 → 12/2018
    Northwestern Unviersity
    Evanston, IL
  • 09/2019 → 03/2020
    Northwestern University
    Evanston, IL
  • 07/2016 → 05/2017
    Northwestern University
    Evanston, IL
  • 08/2024 → 07/2026
    Salesforce
    Chicago, IL
  • 08/2026 → Present
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-31
  • S66 Uniform Combined State Law Examination
    2020-08-31
Other Names
  • Louise Catherine Mcculloch

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