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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-07 |
Branch Locations
1033 Skokie Blvd. Suite 470, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Relative Value Partners Group, Llc | Northbrook | IL | 07/2015 | 08/2024 |
| Kovitz Investment Group Partners, Llc | Northbrook | IL | 08/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Benefit Security Insurance Company; Investment related; 1701 Golf Rd Suite 3-700 Rolling Meadows, IL 60008; Insurance company with investments; Director; Participate in quarterly board meetings; Start date 2016; Approximate number of hours per month 1-5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-12 |
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