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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-05
IL RA APPROVED 2025-03-17
  • TX RA
    APPROVED
    Since 2025-05-05
  • IL RA
    APPROVED
    Since 2025-03-17

Branch Locations

3260 W Belmont Ave, Chicago, IL 60618 • United States

5601 S Kedzie Ave, Chicago, IL 60629 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 11/2024 Present
Jp Morgan Chase Chicago IL 05/2021 10/2024
The Mather Group Chicago IL 10/2020 04/2021
Grubhub Chicago IL 06/2019 08/2020
La Fitness Chicago IL 07/2018 07/2019
Jim Kurotsuchi Chicago IL 09/2018 07/2019
Discovery Clothing Chicago IL 01/2019 02/2019
Loyola University Of Chicago Chicago IL 08/2015 05/2019
Abercrombie And Fitch Co Chicago IL 11/2016 12/2016
Loyola University Chicago Chicago IL 05/2017 05/2018
Bank Of America, N.A. Chicago IL 01/2025 Present
  • 11/2024 → Present
    Chicago, IL
  • 05/2021 → 10/2024
    Jp Morgan Chase
    Chicago, IL
  • 10/2020 → 04/2021
    The Mather Group
    Chicago, IL
  • 06/2019 → 08/2020
    Grubhub
    Chicago, IL
  • 07/2018 → 07/2019
    La Fitness
    Chicago, IL
  • 09/2018 → 07/2019
    Jim Kurotsuchi
    Chicago, IL
  • 01/2019 → 02/2019
    Discovery Clothing
    Chicago, IL
  • 08/2015 → 05/2019
    Loyola University Of Chicago
    Chicago, IL
  • 11/2016 → 12/2016
    Abercrombie And Fitch Co
    Chicago, IL
  • 05/2017 → 05/2018
    Loyola University Chicago
    Chicago, IL
  • 01/2025 → Present
    Bank Of America, N.A.
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14

View on SEC IAPD

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