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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
5 Revere Drive 1 Northbrook Place, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 07/2002 | 01/2024 |
| Bank Of America, N.A. | Northbrook | IL | 06/2011 | 01/2024 |
| Ubs Financial Services, Inc. | Chicago | IL | 01/2024 | Present |
I*105275 For profit or not for profit: For-Profit Organization Name of outside business organization: Los Concunos LLC Investment related: Y Address of business: Chicago, Illinois 60622 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 5/8/2017 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: This vehicle will be used to make investments in Private Equity Funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-30 |
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