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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2023-10-09 |
| FL | RA | APPROVED | 2022-09-20 |
| DC | RA | APPROVED | 2022-02-14 |
| IL | RA | APPROVED | 2020-07-07 |
Branch Locations
4365 Executive Drive, Suite 700, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Trust Company, N.A. | New York | NY | 03/2000 | 06/2019 |
| Sanford C. Bernstein | Chicago | IL | 05/2020 | Present |
| Unemployed | Chicago | IL | 07/2019 | 05/2020 |
Name of the business: Burling Bancorp Investment - related: Yes Position: chairman of the board Start Date: 9/25/2020 Nature of the business: Burling Bancorp is the parent company of Burling Bank, Burling Ventures and Burling Wealth Management. Burling Bank is a retail Chicago based bank with business and personal cash deposits, checking accounts, savings accounts, personal lending, mortgage lending and credit cards. Burling Ventures is a branch the incubates private investment ideas and helps to grow those companies through expertise and capital. Burling Wealth Management is a branch that includes referring the wealth management of needs to a few different brokers in Chicago (minimums are less than the $1million for private client).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-01 |
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