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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-12 |
| IL | RA | APPROVED | 2017-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Social Events | Chicago | IL | 01/2015 | 03/2017 |
| Axa Advisors, Llc | Oak Brook | IL | 09/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park | IL | 03/2017 | Present |
| Flexible Benefit Service Corporation | Chicago | IL | 11/2016 | 03/2017 |
| Bank Of America, N.A. | Orland Park | IL | 05/2017 | Present |
I*: 2106274 Entity Type: For Profit Name of OBA: K. S. Address: Romeoville, IL 60446 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/01/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 1 hr wkly Duties: provide workout and nutrition plans to help clients with fitness goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-23 |
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