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Current Employers
Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-07-20
  • IL RA
    APPROVED
    Since 2022-07-20

Branch Locations

150 South Wacker Drive Suite 3050, Chicago, IL 60606 • 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
Mercer Global Advisors Inc. Schaumburg IL 03/2017 07/2022
Kanaly Trust Services Houston TX 06/2014 03/2017
Mercer Global Advisors Schaumburg IL 07/2022 07/2022
Bartlett & Co. Wealth Management Llc Cincinnati OH 07/2022 Present
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

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