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Advisor at CRESSET ASSET MANAGEMENT, LLC
Kirkland, WA | 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 |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | May 1, 2023 | n/a | yes | CHICAGO, IL|Kirkland, WA | Current employment |
| TRUE CAPITAL MANAGEMENT | Former SEC adviser | Apr 5, 2010 | May 8, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | May 15, 2006 | Mar 26, 2007 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUE CAPITAL MANAGEMENT | CRESSET ASSET MANAGEMENT, LLC | May 8, 2023 | May 1, 2023 | -7 | Firm change | RIA to RIA |
| MML INVESTORS SERVICES, LLC | TRUE CAPITAL MANAGEMENT | Mar 26, 2007 | Apr 5, 2010 | 1,106 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142962:288566:CA:2023-05-08 | May 8, 2023 | May 1, 2023 | SAN FRANCISCO, CA | Firm change |