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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-12-16 |
| TX | RA | APPROVED_RES | 2011-07-15 |
| IL | RA | APPROVED | 2011-07-05 |
Branch Locations
110 N Wacker Dr Pbig - Chicago, Chicago, IL 60606 • United States
300 Crescent Ct Pbig - Dallas Private Wealth, Dallas, TX 75201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 07/2011 | Present |
| Bank Of America, N.A. | Chicago | IL | 12/2011 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: COXE HOLDINGS LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CHICAGO, ILLINOIS UNITED STATES 60614 NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: OTHER, MANAGER - MANAGE THE INVESTMENTS, START DATE OF RELATIONSHIP: 8/20/2012 NUMBER OF HOURS DEVOTED: 2 MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: MANAGER FOR THE LLC I*372200 For profit or not for profit: Entity For Profit Name of outside business organization: Wellhawk LLC Investment related: N Address of business: Chicago, Illinois, 60657 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 11/26/2018 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Invest in real estate and leases I*460432 For profit or not for profit: For-Profit Organization Name of outside business organization: Penipapa LLC Investment related: Y Address of business: Chicago, Illinois 60614 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 3/15/2019 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Invest in Real-estate property I*377381 For profit or not for profit: Entity For Profit Name of outside business organization: Wellhawk LLC Investment related: N Address of business: Chicago, Illinois, 60657 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/23/2018 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Invest in outside realestate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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