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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-03-23 |
| TX | RA | APPROVED | 2021-03-23 |
Branch Locations
1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States
540 W Madison St Ci Client Management, Chicago, IL 60661 • United States
Crystal Lake, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 07/2020 | Present |
| Bank Of America | Mchenry | IL | 01/2019 | 07/2020 |
| Stick Figure Books | Lake Zurich | IL | 08/2012 | 12/2018 |
| Follett Corporation | Mchenry | IL | 12/2018 | 01/2019 |
| Bank Of America, N.A. | Rolling Meadows | IL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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