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Advisor at THE MATHER GROUP, LLC
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | Independent wealth | Jun 2, 2026 | n/a | yes | CHICAGO, IL | Current employment |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | May 3, 2024 | Jun 18, 2026 | no | Chicago, IL | Previous registration |
| INTEROCEAN CAPITAL | Former SEC adviser | Oct 14, 2020 | Jul 30, 2024 | no | Chicago, IL | Previous registration |
| INTEROCEAN CAPITAL, LLC | Former SEC adviser | Aug 10, 2017 | Oct 14, 2020 | no | CHICAGO, IL | Previous registration |
| CEDAR HILL ASSOCIATES, LLC | Former SEC adviser | Jun 2, 2008 | Feb 23, 2017 | no | ROSEMONT, IL | Previous registration |
| CEDAR HILL ASSOCIATES INC | n/a | Jan 22, 2004 | Jun 3, 2008 | no | HIGHLAND PARK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | THE MATHER GROUP, LLC | Jun 18, 2026 | Jun 2, 2026 | -16 | Firm change | RIA to RIA |
| INTEROCEAN CAPITAL | FOCUS PARTNERS WEALTH, LLC | Jul 30, 2024 | May 3, 2024 | -88 | Firm change after gap | RIA to RIA |
| INTEROCEAN CAPITAL, LLC | INTEROCEAN CAPITAL | Oct 14, 2020 | Oct 14, 2020 | 0 | Channel change | RIA to RIA |
| CEDAR HILL ASSOCIATES, LLC | INTEROCEAN CAPITAL, LLC | Feb 23, 2017 | Aug 10, 2017 | 168 | Firm change | Other |
| CEDAR HILL ASSOCIATES INC | CEDAR HILL ASSOCIATES, LLC | Jun 3, 2008 | Jun 2, 2008 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310369:159289:IL:2024-07-30 | Jul 30, 2024 | May 3, 2024 | CHICAGO, IL | Firm change after gap |
| 136887:310369:IL:2020-10-14 | Oct 14, 2020 | Oct 14, 2020 | CHICAGO, IL | Firm change |