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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-15 |
Branch Locations
1250 S. Milwaukee Ave., Vernon Hills, IL 60061 • United States
325 N. Milwaukee Ave., Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2016 | 06/2024 |
| Bank Of America, N.A. | Chicago | IL | 07/2019 | 06/2024 |
| Pnc Investments Llc | Vernon Hills | IL | 08/2024 | Present |
| Unemployed | South Elgin | IL | 07/2024 | 08/2024 |
06/2024 / Consultant, Minority Owner / Silver Millennium Publishing, LLC / Non-Investment related / Hours during trading hours - 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-28 |
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