Malika S. Coleman

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-09-21
IL	RA	APPROVED	2023-09-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Schaumburg	IL	04/2020	09/2021
Goldman Sachs	Salt Lake City	UT	07/2017	04/2020
Midamerica Securities	Iowa City	IA	08/2016	05/2017
University Of Iowa Hospitals & Clinics	Iowa City	IA	01/2015	12/2016
University Of Iowa	Iowa City	IA	08/2013	12/2017
Bank Of America, N.A.	Schaumburg	IL	05/2020	09/2021
Planet Fitness	Woodridge	IL	09/2022	08/2023
Jpmorgan Chase Bank, N.A.	Chicago	IL	08/2023	Present
J.P. Morgan Securities Llc	Chicago	IL	08/2023	Present
Towers Watson Delaware, Inc	Chicago	IL	09/2021	07/2023

04/2020 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Schaumburg, IL
07/2017 → 04/2020

Goldman Sachs

Salt Lake City, UT
08/2016 → 05/2017

Midamerica Securities

Iowa City, IA
01/2015 → 12/2016

University Of Iowa Hospitals & Clinics

Iowa City, IA
08/2013 → 12/2017

University Of Iowa

Iowa City, IA
05/2020 → 09/2021

Bank Of America, N.A.

Schaumburg, IL
09/2022 → 08/2023

Planet Fitness

Woodridge, IL
08/2023 → Present

Jpmorgan Chase Bank, N.A.

Chicago, IL
08/2023 → Present

J.P. Morgan Securities Llc

Chicago, IL
09/2021 → 07/2023

Towers Watson Delaware, Inc

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-04

Nearby Firms