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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| IL | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Chicago | IL | 11/2014 | 05/2023 |
| Bmo Harris Financial Advisors, Inc | Chicago | IL | 05/2015 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 05/2023 | Present |
| Bank Of America, N.A. | Oak Brook | IL | 08/2023 | Present |
I*5112287 Entity Type: For Profit Name of OBA: Provisors Address: Sherman Oaks, California, 91403 Investment Related: No Position, Title, Association: Committee Employee Start Date: 08/01/2026 Number of Hours: 8, Monthly Number of Hours during trading: 1, Monthly Duties: Networking My role will be the Membership Committee Chair which is considered a part of the executive team. my role is to make new prospective members feel welcome and help existing members feel valued and like they are maximizing their membership. Help to answer questions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-19 |
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