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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-02 |
| IL | RA | APPROVED | 2023-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2020 | 04/2023 |
| Porta High School | Petersburg | IL | 07/2014 | 06/2017 |
| Pleasant Plains Cusd #8 | Pleasant Plains | IL | 08/2017 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | IL | 04/2023 | Present |
| Bank Of America, N.A. | Springfield | IL | 05/2023 | Present |
RENTAL PROPERTY, OWNER/LANDLORD, YARDWORK AND MAINTENANCE, START DATE 06.2019, 2 HOURS PER MO, NO COMP. RENTAL PROPERTY, OWNER AND LANDLORD, START 09.2021, 3 HRS PER MO I*: 2141263 Entity Type: Entity Charitable Name of OBA: Lincoln Memorial Garden Address: Springfield, IL 62712 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/12/2025 No Hours: 2hr/mo No Hours during trading:0 Duties: Lincoln Memorial Garden operates a non-profit outdoor wilderness area. It is a 100-acre site that features over 6 miles of scenic trails that wind through the Gardens restored prairies, woodlands and wetlands. I will hopefully be joining the board in Feb/March of 2025. My responsibilities as a board member will to help facilitate the administration of projects. I*: 2384310 Entity Type: Charitable Name of OBA: Kidzeum Address: Springfield, IL 62701 Investment Related: No Position, Title, Association: Board member Employee Start Date: 05/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Kidzeum is a museum that offers interactive exhibits and programs to inspire children to explore science, health and environment. I will be serving on the board to help facilitate fundraising and to help with operational decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-10 |
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