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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3953 Maple Avenue Suite 250, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Fort Worth | TX | 07/2017 | 08/2026 |
| Unemployed | Fort Worth | TX | 08/2016 | 07/2017 |
| Cresset Asset Management, Llc | Dallas | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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