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333 S. Wabash Avenue 34Th Floor, Chicago, IL 60604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-05 |
Branch Locations
2500 Sand Hill Rd, Menlo Park, CA 94025 • United States
50 South Lasalle, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 12/2016 |
| E*Trade Securities Llc | Palo Alto | CA | 12/2016 | 01/2021 |
| E*Trade Capital Management Llc | Palo Alto | CA | 12/2016 | 01/2021 |
| E*Trade Securities Llc | Menlo Park | CA | 01/2021 | 05/2022 |
| E*Trade Capital Management Llc | Menlo Park | CA | 01/2021 | 05/2022 |
| Northern Trust Bank | San Francisco | CA | 05/2022 | 09/2023 |
| Northern Trust Securities, Inc. | Menlo Park | CA | 09/2023 | Present |
1. NAME: RENTAL PROPERTY IDAHO FALLS; 2. INVESTMENT-RELATED: YES; 3. ADDRESS: 1550 BULLPEN WAY, IDAHO FALLS, ID 83401; 4. NATURE: RENTAL; 5. POSITION: OWNER; 6. START DATE: 7/16/2008; 7. APPROX. HRS/MTH DEVOTED TO THE OTHER BUSINESS: 1; 8. NUMBER OF HRS DEVOTED DURING SECURITIES TRADING HRS: 1; 9. DUTIES: PASSIVE OWNER. I HAVE PROPERTY MANAGEMENT COMPANY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
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