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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| IL | RA | APPROVED | 2025-08-04 |
Branch Locations
2190 Randall Rd, Carpentersville, IL 60110 • United States
99 Northwest Highway, Crystal Lake, IL 60014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 04/2025 | Present |
| Adapt Health | Elmhurst | IL | 03/2022 | 04/2025 |
| Uber Eats Driver | Hoffman Estates | IL | 06/2019 | 11/2019 |
| Amazon Flex Driver | Hoffman Estates | IL | 11/2019 | 03/2022 |
| Aerotek/ Aston Carter | Chicago | IL | 08/2021 | 03/2022 |
| Visionworks | Hoffman Estates | IL | 02/2013 | 01/2022 |
| Bank Of America, N.A. | Northbrook | IL | 05/2025 | Present |
I*: 2434273 Entity Type: For Profit, Entity Publicly Traded Name of OBA: Adapt Health Address: Elmhurst, IL 60126 Investment Related: No Position, Title, Association: Employee Employee Start Date: 03/22/2022 Number of Hours: 16 hrs wkly Number of Hours during trading: 0 Duties: Work as customer service rep/ liaison to take patient discharge orders for medical equipment from one platform (EPIC) to another (Brightree) for it to be processed by the rest of my team. Will work strictly on weekends I*: 2434274 Entity Type: For Profit, Entity Publicly Traded Name of OBA: Amazon Flex Address: Bloomingdale, IL 60108 Investment Related: No Position, Title, Association: Employee Employee Start Date: 11/27/2019 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Deliver Amazon packages/ groceries to the assigned household addresses as needed. Self Employed, I pick and choose how often I want to do this. No Commitment I*: 2434275 Entity Type: For Profit, Entity Publicly Traded Name of OBA: Uber Eats Address: San Francisco, CA 94158 Investment Related: No Position, Title, Association: Employee Employee Start Date: 07/02/2019 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Make food deliveries through Uber, I pick and choose how often I want to do this. No Commitment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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