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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-25 |
| IL | RA | APPROVED | 2012-08-16 |
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 | 08/2010 | Present |
| Bank Of America, N.A. | Northbrook | IL | 04/2019 | Present |
I*1309265 For profit or not for profit: Name of outside business organization: MLB of Glenview Public Charity Investment related: N Address of business: OBA, OBA, OBA Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , This is a local charity and registered 501(c)(3) nonprofit organization comprised of local professionals forming meaning relationships through the organization's charitable endeavors. The collective effort of our membership works to secure support and bring awareness to local charities in need. There are several fund-raising events each year and members volunteer their time with these charities to make a difference in our community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-09 |
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