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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-19 |
| IL | RA | APPROVED | 2022-12-05 |
Branch Locations
401 N Tryon St Ci Relationship Management, Charlotte, NC 28255 • United States
540 W Madison St Ci Relationship Management, Chicago, IL 60661 • 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 | 07/2022 | Present |
| Royal Fox Country Club | St. Charles | IL | 03/2015 | 08/2019 |
| Super Target | St. Charles | IL | 11/2017 | 07/2021 |
| Morton Private Wealth Strategies | Geneva | IL | 05/2021 | 08/2021 |
| Unemployed | St. Charles | IL | 05/2022 | 07/2022 |
| School | Champaign | IL | 07/2021 | 05/2022 |
| University Of Illinois At Urbana-Champaign | Champaign-Urbana | IL | 08/2018 | 05/2022 |
| Bank Of America, N.A. | Rolling Meadows | IL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
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