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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| FL | RA | APPROVED | 2025-10-24 |
Branch Locations
14299 Tamiami Trl, North Port, FL 34287 • United States
24051 Veterans Blvd, Port Charlotte, FL 33954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 04/2024 | 09/2025 |
| Arlington Heights Environmental Commission | Arlington Heights | IL | 06/2016 | 04/2020 |
| Fidelity Investments | Boston | MA | 06/2023 | 08/2023 |
| Kinzinger For Congress | Ottawa | IL | 05/2021 | 10/2021 |
| Wintrust Financial | Rosemont | IL | 05/2022 | 08/2022 |
| Kenyon College | Gambier | OH | 08/2022 | 04/2024 |
| Rolling Meadows High School | Rolling Meadows | IL | 06/2016 | 06/2017 |
| Wheaton Academy | West Chicago | IL | 06/2017 | 06/2020 |
| Kenyon College | Gambier | OH | 06/2020 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Port | FL | 09/2025 | Present |
| Bank Of America, N.A. | North Port | FL | 10/2025 | Present |
I*2947270, Entity Type Entity For Profit, Name of OBA: Young Living Address: LehiUtah 84043 Investment Related: No Position, Title, Association:Consultant/Independent Contractor Employee Start Date: 03/14/2020 No Hours: 0.5 No Hours during trading: 0 Duties: Nothing, all I do is purchase products but am not involved in the actual development of the buisness. My mothers work which is a multi level marketing company. I do not do any work but receive a small amount of compensation due to the structure. (I do use the products)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-20 |
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