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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-03 |
Branch Locations
115 Broadway 5Th Floor, New York, NY 10006 • United States
Hawthorn Woods, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vennwell, Llc | Lake Forest | IL | 05/2013 | 05/2017 |
| Curi Rmb Capital, Llc | Chicago | IL | 06/2017 | 05/2024 |
| Compound Planning | New York | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-25 |
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