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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Deerfield | IL | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 01/2019 |
| Morgan Stanley | Glenview | IL | 01/2019 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 08/2024 | Present |
I*2644274, Entity Type: , Name of OBA: J P, Address: Chicago, Illinois, 60646, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/22/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-14 |
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