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36 E. Hinsdale Ave, Hinsdale, IL 60521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-18 |
| IL | RA | APPROVED | 2024-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Performance Wealth Partners, Llc | Hinsdale | IL | 01/2021 | Present |
| The University Of Michigan | Ann Arbor | MI | 08/2016 | 05/2020 |
| William Blair & Co., L.L.C | Chicago | IL | 08/2017 | 01/2021 |
| The University Of Chicago - Booth School Of Business | Chicago | IL | 08/2020 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
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