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150 S Wacker Drive Suite 2400, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| IL | RA | APPROVED | 2018-01-02 |
Branch Locations
150 S Wacker Drive Suite 2400, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umbono Investments (Us) Llc | The Woodlands | TX | 11/2011 | 12/2016 |
| Signet Private Wealth Llc | Wheaton | IL | 08/2017 | Present |
| Twende Investments Llc | Chicago | IL | 01/2017 | Present |
| Liccar Securities, Llc | Wheaton | IL | 03/2017 | 11/2017 |
Trustee, Grace S. Spencer Trust, his wife's trust. Investment-related. 0N155 Windermere Road, Unit 1006, Winfield, IL 60190 (home). Start date: September 2016. 5 hours/month during securities trading hours. Manage wife's trust's portfolios. Chief Financial Officer & Director, Medinah Road Development Co. LLC,804 Roberts Road, Barrington, IL 60010. Real estate development (not investment related). Start date: October 2016. 3 hours per month total (during securities trading hours). Prepare financial statements, oversee accounting, assess property parcel acquisitions. Managing Member, Twende Investments, LLC; Chicago, IL; Holding company for Signet Private Wealth LLC; Investment related; Start date 01/2017; 40 hours/month; Sole member, provides financial modeling services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-31 |
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