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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-05 |
| IL | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 05/2026 | Present |
| Northwestern Mutual Investment Services Llc | Northbrook | IL | 11/2015 | 04/2017 |
| Neubauer Financial | Northbrook | IL | 11/2015 | 04/2017 |
| Jpmorgan Chase Bank, N.A. | Deerfield | IL | 07/2018 | 08/2023 |
| J.P. Morgan Securities, Llc | Deerfield | IL | 07/2018 | 08/2023 |
| Gould Financial Group | Northbrook | IL | 09/2017 | 11/2017 |
| Biolife4D | Skokie | IL | 01/2018 | 05/2018 |
| Unemployed | Long Grove | IL | 06/2018 | 06/2018 |
| Unemployed | Long Grove | IL | 12/2017 | 12/2017 |
| Unemployed | Long Grove | IL | 05/2017 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Glenview | IL | 08/2023 | 05/2026 |
| Wells Fargo Bank, Na | Glenview | IL | 08/2023 | 05/2026 |
| Bank Of America, N.A. | Northbrook | IL | 08/2026 | Present |
I*4525300 Entity Type: Name of OBA: Marvin Somlo Irrevocable Life Insurance Trust Address: Rolling Meadows, Illinois, 60008 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 09/05/2023 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Husband
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-20 |
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