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311 South Wacker Drive Suite 5900, Chicago, IL 60606-6677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-24 |
Branch Locations
311 S. Wacker Drive Suite 5900, Chicago, IL 60606-6618 • UNITED STATES
311 South Wacker Drive Suite 5900, Chicago, IL 60606-6677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 05/2020 | 04/2023 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 09/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 06/2019 | 08/2019 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2018 | 05/2019 |
| Nvision Wealth | Overland Park | KS | 05/2018 | 07/2018 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 05/2016 | 04/2018 |
| Rothschild Investment Llc | Chicago | IL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
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