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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-17 |
| MO | RA | APPROVED | 2025-04-03 |
Branch Locations
16900 Chesterfield Airport Rd, Chesterfield, MO 63005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield | MO | 02/2025 | Present |
| Sap | Tempe | AZ | 10/2021 | 02/2025 |
| Accenture | Chicago | IL | 11/2019 | 11/2021 |
| Aon | Chicago | IL | 06/2017 | 11/2019 |
| Gap Between College And Job Start | West Chicago | IL | 12/2016 | 06/2017 |
| University Of Illinois At Urbana- Champaign | Chanpaign | IL | 08/2014 | 12/2016 |
| Bank Of America, N.A. | Chesterfield | MO | 03/2025 | Present |
I*: 2614285 Entity Type: Fiduciary role Name of OBA: V. and M. C R. Family Trust Agreement Address: West Chicago, IL 60185 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/31/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-16 |
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