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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| IL | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 07/2021 | 05/2025 |
| J.P. Morgan Securities Llc | Chicago | IL | 07/2021 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 04/2021 | 07/2021 |
| Pnc Bank | Franklin Park | IL | 08/2019 | 09/2019 |
| Mb Financial | Elmhurst | IL | 08/2018 | 08/2019 |
| Beth Black Insurance Agency/State Farm | Melrose Park | IL | 02/2018 | 08/2018 |
| Michele Banking Co | Franklin Park | IL | 03/2011 | 02/2018 |
| Michele Baking Co | Franklin Park | IL | 12/2019 | 01/2020 |
| The Federal Savings Bank | Chicago | IL | 10/2019 | 11/2019 |
| Bank Of America | Melrose Park | IL | 02/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Forest | IL | 05/2025 | Present |
| Depaul University | Chicago | IL | 09/2015 | 12/2017 |
| Wintrust | Countryside | IL | 01/2018 | 02/2018 |
| Bank Of America, N.A. | Lake Forest | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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