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500 N. Akard Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-11-14 |
Branch Locations
231 S Bemiston Ave. Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Valuation Group, Llc | St. Louis | MO | 07/2013 | 07/2016 |
| Grant Thornton Llp | St. Louis | MO | 07/2016 | 05/2024 |
| Grant Thornton Financial Advisors Llc | Dallas | TX | 09/2023 | Present |
| Grant Thornton Advisors Llc | St. Louis | MO | 06/2024 | Present |
Grant Thornton LLP; not investment-related; 171 N. Clark St. #200, Chicago, IL 60601; audit, tax and advisory services firm; Principal; 08/01/2016; approximately 120 hours/month devoted to the other business, approximately 100 hours/month devoted to the other business during securities trading hours; provide interim management, financial advisory, due diligence services for middle market clients.
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