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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-07 |
| IL | RA | APPROVED | 2004-11-05 |
Branch Locations
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 | Present |
| Bank Of America,Na | Northbrook | IL | 12/2009 | Present |
I*71988 Entity Type: For-Profit Name: 4133 Bernard LLC Investment related: No Address of business: CHICAGO, IL 60618 Position, title, association: General Partner Start date of relationship: 9/19/2013 Number of hours devoted: 10 hrs Monthly Number of hours devoted during trading hours: 0 Duties: LLC ESTABLISHED TO OWN AND MANAGE A RENTAL PROPERTY I*133733 Entity Type: For-Profit Name of outside business organization: Kimball LLC Investment related: No Address of business: Chicago, IL 60625 Position, title, association: Owner Start date of relationship: 10/13/2020 Number of hours devoted: 10 hrs Monthly Number of hours devoted during trading hours: 0 Duties: My wife and I own and operate a rental property I*3292290 Entity Type: For Profit Name of OBA: 4140 Mozart LLC Address: Chicago, IL 60618 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 12/07/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Own and manage multi-family rental property help with bookkeeping and property management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-05 |
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