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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-30 |
| IL | RA | APPROVED | 2018-05-29 |
Branch Locations
540 W Madison St Ci Relationship Management, Chicago, IL 60661 • United States
540 W Madison St , Chicago , IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Chicago | IL | 03/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 05/2018 | Present |
| Bank Of America, N.A. | Rolling Meadows | IL | 09/2019 | Present |
I*136178 For profit or not for profit: For-Profit Organization Name of outside business organization: Fearless Cleaning Services LLC Investment related: Address of business: Chicago, Illinois 60640 Nature of business: LLC, Compensation for Activity: Position, title, association: Owner, Start date of relationship: 2/4/2021 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Partial ownership in home and office cleaning business. My wife is the other partial owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-02 |
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