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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED | 2019-03-08 |
| IL | RA | APPROVED | 2018-09-10 |
Branch Locations
800 E Higgins Rd, Schaumburg, IL 60173 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 05/2018 | Present |
| Bmo Harris Bank | Addison | IL | 11/2016 | 04/2018 |
| Bmo Harris Bank | Schaumburg | IL | 07/2016 | 10/2016 |
| Bank Of America, N.A. | Oak Brook | IL | 08/2018 | Present |
I*2042272, Entity Type Fiduciary, Name of OBA: THE M K D S N TRUST DTD 04/30/2020 Address: Barrington, Illinois, 60084 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 10-Oct-2029 No Hours: 0 No Hours during trading: Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-07 |
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