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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-05-12 |
| TX | RA | APPROVED | 2016-05-12 |
Branch Locations
540 W Madison St Ci Client Management, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2016 | Present |
| Bank Of America, N.A. | Rolling Meadows | IL | 05/2016 | Present |
I*90925 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UBER INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHICAGO, ILLINOIS 60607 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 7/1/2015 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DRIVER SIMILAR TO TAXI I*90927 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LYFT INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHICAGO, ILLINOIS 60606 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 7/1/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DRIVER SIMILAR TO TAXI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-11 |
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