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500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-29 |
| TX | RA | APPROVED | 2024-01-29 |
Branch Locations
500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
265 Franklin Street Suite 1901, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearbrook Global | Boston | MA | 03/2005 | 10/2018 |
| Fiducient Advisors Llc | Boston | MA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-27 |
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