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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-03-03 |
Branch Locations
950 N. Western Avenue Suite 200, Lake Forest, IL 60045-1734 • United States
Vernon Hills, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Forest | IL | 02/2011 | 03/2022 |
| Bank Of America, N.A. | Lake Forest | IL | 05/2011 | 03/2022 |
| Rbc Capital Markets, Llc | Lake Forest | IL | 03/2022 | Present |
| City National Bank | Lake Forest | IL | 04/2022 | Present |
(1) NAME OF ENTITY: Youthbuild Lake County ADDRESS: 2525 Greenbay Rd North Chicago IL 60064 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 20/06/2025 CAPACITY: Board of Directors DUTIES: Board Member. Board member for charitable non for profit. Participate as a member of the board approximately 10 Board meeting a year 2 -3 hours in duration HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-15 |
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