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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-12 |
| IL | RA | APPROVED | 2017-03-21 |
Branch Locations
2021 Spring Rd, Oak Brook, IL 60523 • United States
Willow Springs, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 11/2016 | Present |
| Bank Of America, N.A. | Oak Brook | IL | 05/2017 | Present |
I*2911297 Entity Type: Governmental Name of OBA: SSA 39 Address:Chicago Illinois Investment Related:No Position, Title, Association:Other Start Date:11/01/2025 No Hours: 2 Monthly No Hours during trading:0 Monthly Duties:SSA39 purpose is to support and enhance the local business district by funding the neighborhood services and improvements such as beautification, maintenance, and safety programs,, through special service area. As an SSA 39 commissioner my responsibility would be to oversee how the district special service is used. Reviewing and approving service plans such as maintenance and beautification and safety. Attending public meetings, working with service provider and city officials to monitor projects and address community needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-20 |
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