John W Schmitt

Current Employers

Employment History

• 07/2003 → 05/2022
  Merrill Lynch Pierce Fenner & Smith Inc
  Chicago, IL
• 07/2011 → 05/2022
  Bank Of America, N.A.
  Chicago, IL
• 05/2022 → Present
  Ubs Financial Services, Inc
  Chicago, IL

Previous Registrations

• 2003-07-03 → 2022-05-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Dallas, TX
• 1999-01-25 → 2003-07-09
  Morgan Stanley & Co. Llc
  Chicago, IL

Other Businesses

1). I*87152 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOSLEY RECREATION LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: LA GRANGE, ILLINOIS 60525 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OTHER, THIS IS RECREATIONAL REAL ESTATE FOR MY FAMILY. START DATE OF RELATIONSHIP: 10/30/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE PROPERTY HAS 25 ACRES OF TILLABLE FARMLAND THAT WILL GENERATE A SMALL REVENUE STREAM OF BETWEEN $2,000 AND $8,000 ANNUALLY. HOWEVER, OFFSETTING EXPENSES WILL NEVER MAKE IT A PROFITABLE ENTERPRISE. I USE THE PROPERTY FOR HUNTING. 2). I*78559 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOSLEY ENTERPRISES LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 921 S. Spring Ave. LA GRANGE, ILLINOIS 60525 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 2/1/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS AN ESTATE PLANNING ENTITY ONLY TO HOLD OUR FAMILY'S ASSETS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-12
• S66 Uniform Combined State Law Examination
  1997-10-31

Other Names

• John William Schmitt