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100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-25 |
Branch Locations
100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rappaport Reiches Capital Management, Llc | Skokie | IL | 01/2017 | 11/2018 |
| Chalet Landscaping, Nursery & Garden Center | Wilmette | IL | 09/2016 | 12/2016 |
| Crescent Grove Advisors, Llc | Lake Forest | IL | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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