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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-01 |
| TX | RA | APPROVED_RES | 2019-02-27 |
| IL | RA | APPROVED | 2016-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 06/2016 | Present |
| Bank Of America, N.A. | Northbrook | IL | 09/2016 | Present |
I*123432 For profit or not for profit: Non-Profit Organization Name of outside business organization: Lake Forest Days Foundation Investment related: N Address of business: Lake Forest, Illinois 60045 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 5/23/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: Fundraise and brainstorm ideas for the prosperity of Lake Forest Days
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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