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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-13 |
| TX | RA | APPROVED | 2023-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 03/2019 | 04/2021 |
| U.S. Bank | Chicago | IL | 10/2018 | 02/2019 |
| Chicago Police Department | Chicago | IL | 07/2017 | 10/2018 |
| University Of Iowa | Iowa City | IA | 08/2013 | 05/2017 |
| Fidelity Investments | West Lake | TX | 04/2021 | 06/2023 |
| Bank Of America | Rolling Meadows | IL | 03/2019 | 04/2021 |
| Fidelity Brokerage Services Llc | West Lake | TX | 04/2021 | 06/2023 |
| Fidelity Personal And Workplace Advisors | West Lake | IL | 06/2021 | 06/2023 |
| J.P. Morgan Securities Llc | Chicago | IL | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 06/2023 | Present |
| Unemployed | Chicago | IL | 06/2017 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-07 |
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