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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-08-20 |
| TX | RA | APPROVED | 2019-08-20 |
Branch Locations
150 S. Wacker Drive Suite 3050, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodestar Investment Counsel, Llc | Chicago | IL | 01/2015 | 06/2019 |
| Bartlett Wealth Management | Chicago | IL | 07/2019 | Present |
1.) Chicago Academy For The Arts; Not investment-related; 1010 W. Chicago Ave. Chicago IL 60622; Arts Institution; Board of Trustees member; Jan 24, 2020; 10 hours or less per month; 0 hours during trading hours; Independent Chicago arts high school board of trustees member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-06 |
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