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353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-02 |
Branch Locations
4400 Post Oak Pkwy Suite 2330, Houston, TX 77027 • United States
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nortech | Minneapolis | MN | 05/2021 | 08/2021 |
| Q Investments | Fort Worth | TX | 01/2022 | 05/2022 |
| Benilde St Margarets | Minneapolis | MN | 01/2013 | 05/2019 |
| Texas Christian University | Fort Worth | TX | 08/2019 | 05/2023 |
| The Mather Group, Llc | Houston | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-02 |
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