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707 Skokie Boulevard Suite 520, Northbrook, IL 60062-1614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-18 |
| IL | RA | APPROVED | 2026-07-16 |
Branch Locations
Brookhaven, GA • United States
707 Skokie Boulevard Suite 520, Northbrook, IL 60062-1614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moonstone Asset Management, Inc. | Northbrook | IL | 02/2026 | Present |
| Twin Oak Etf Company | Wellesley | MA | 04/2025 | 02/2026 |
| Huron Consulting Group | Chicago | IL | 06/2023 | 04/2025 |
| Envision Healthcare | Nashville | TN | 11/2020 | 06/2023 |
| Huron Consulting Group | Chicago | IL | 08/2012 | 11/2020 |
1- Sterlingworth LLC, investment-related, 4210 Candler Lake West NE, Brookhaven GA 30319, short-term rental property, owner, 7/8/2024, 1-2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
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