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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-07-29 |
| IL | RA | APPROVED | 2000-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Northbrook | IL | 05/2000 | Present |
| Bank Of America, N.A. | Northbrook | IL | 07/2011 | Present |
I*2635271, Entity Type: Entity For Profit, Name of OBA: M M M T LLC, Address: Chicago, Illinois, 60615, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 04/04/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I will serve as the managing member of a singe member LLC established for the purpose of passive real estate ownership and long term tax efficiency. The LLC is part of a personal strategy recommended by my CPA to help manage tax liabilities through depreciation and other allowable real estate related deductions. I will not be actively involved in day to day operation or property management, nor will I receive earned income from this activity. No external clients or third party investors will be involved and this activity will be conducted entirely outside of working hours, with no overlap with my current responsibilities. My account suggested Real Estate as a way to reduce my tax burden. It was suggested not to purchase under my personal name but through a separate entity of which I am the owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-05 |
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