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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-08-26 |
| TX | RA | APPROVED | 2021-08-26 |
Branch Locations
950 N. Western Avenue Suite 200, Lake Forest, IL 60045-1734 • United States
Grayslake, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Forest | IL | 11/2008 | 08/2021 |
| Rbc Wealth Management, Llc | Chicago | IL | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
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