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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-03-13 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
525 Greentree Centre, Suite 306, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlton | NJ | 05/2007 | 03/2017 |
| Bank Of America, Na | Mount Laurel | NJ | 12/2009 | 03/2017 |
| Hightower Securities, Llc | Marlton | NJ | 03/2017 | Present |
| Hightower Advisors, Llc | Marlton | NJ | 03/2017 | Present |
I*87344 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: STURBRIDGE WOODS SWIMCLUB INVESTMENT RELATED: N ADDRESS OF BUSINESS: VOORHEES, NEW JERSEY 8043 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 10/23/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ENTITY IS A COMMUNITY SWIM CLUB. ESTABLISHED FOR RECREATION AND FUNDED BY MEMBERSHIP DUES AND FUNDRAISING. MY RESPNSIBILITIES AS ONE OF 11 TRUSTEES INCLUDE HELPING TO OVERSEE POOL OPERATIONS, GROW MEMBERSHIPS, AND PLAN FUNDRAISING EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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