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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-05 |
| IL | RA | APPROVED | 2026-03-03 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh Asset Management | Chicago | IL | 07/2010 | Present |
| Walsh Trading, Inc | Chicago | IL | 07/2010 | Present |
I work at Managed Account Research Inc. It is an independent Introducing Broker. The branch office where I work is located at 141 W. Jackson Blvd., Suite 1710A Chicago, IL 60604. The corporate office is located in Denver, CO. I assist clients with managed futures and futures trading. I am the VP - Institutional Services. I started in January 2012. I work 80 - 100 hours per month. I devote 2-4 hours per day during securities trading hours. I assist clients selecting CTAs and constructing portfolios of CTAs. I have also consulted extensively in building an alternative investment platform and was a principal in a few funds. I am not currently consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-16 |
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