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Advisor at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
Or;and Park, IL | LISLE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | Independent wealth | Jul 12, 2023 | n/a | yes | Or;and Park, IL|LISLE, IL | Current employment |
| AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. | State registered | May 6, 2020 | Nov 14, 2023 | no | WHITING, IN|Chicago, IL | Previous registration |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. | Bd affiliated wealth | May 20, 2013 | Mar 31, 2020 | no | FRANKFORT, IL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 18, 2008 | Dec 12, 2012 | no | FRANKFORT, IL|ORLAND PARK, IL|SAN DIEGO, CA|ORLAND PARK, IL | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Feb 21, 2003 | Jul 22, 2008 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| NORTHERN TRUST SECURITIES, INC | Bd affiliated wealth | Mar 25, 2002 | Mar 3, 2003 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. | CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | Nov 14, 2023 | Jul 12, 2023 | -125 | Firm change after gap | Other |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. | AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. | Mar 31, 2020 | May 6, 2020 | 36 | Firm change | Ibd to state RIA |
| LPL FINANCIAL LLC | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | Dec 12, 2012 | May 20, 2013 | 159 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | LPL FINANCIAL LLC | Jul 22, 2008 | Jul 18, 2008 | -4 | Firm change | Other |
| NORTHERN TRUST SECURITIES, INC | BANC OF AMERICA INVESTMENT SERVICES, INC. | Mar 3, 2003 | Feb 21, 2003 | -10 | Firm change | Other |