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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-18 |
| IL | RA | APPROVED | 2024-11-12 |
Branch Locations
1160 Shermer Rd, Northbrook, IL 60062 • United States
2821 Pfingsten Rd, Glenview, IL 60026 • United States
1315 Lake Cook Rd, Northbrook, IL 60062 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 09/2024 | Present |
| Unemployed | Winnetka | IL | 03/2024 | 09/2024 |
| Nations Lending | Chicago | IL | 10/2023 | 03/2024 |
| Wells Fargo Home Mortgage | Naperville | IL | 11/2021 | 10/2023 |
| Unemployed | Winnetka | IL | 08/2021 | 11/2021 |
| Cherry Creek Mortgage | St Charles | IL | 08/2019 | 07/2021 |
| Fitness Factory Inc. | Chicago | IL | 07/2015 | 08/2020 |
| Bank Of America, N.A. | Northbrook | IL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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