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401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-06 |
| IL | RA | APPROVED | 2026-04-02 |
| OH | RA | APPROVED | 2026-04-02 |
Branch Locations
401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • 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 | 06/2021 | 07/2022 |
| University Of Iowa | Iowa Cty | IA | 08/2017 | 05/2021 |
| Tri Star Metals Llc | Aurora | IL | 05/2020 | 08/2020 |
| Simple Logistics Llc | Saint Charles | IL | 05/2018 | 08/2018 |
| Full-Time Education | Saint Charles | IL | 11/2011 | 05/2017 |
| Morgan Stanley | Chicago | IL | 07/2022 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 01/2025 | 03/2026 |
| Bank Of America, N.A. | Chicago | IL | 02/2025 | 03/2026 |
| Arena Private Weath | Chicago | IL | 03/2026 | Present |
Entity Type: Charitable Name of OBA: PAWS Chicago Address: Chicago, IL Investment Related: No Position, Title, Association: Junior Board Member role Employee Start Date: 06/2024 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: PAWS Chicago is a charitable organization that helps homeless dogs and cats in our local area. I am on the Junior Professional Board and I help with fundraising and putting together events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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