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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 2025-10-08
IL RA APPROVED 2025-08-04
  • TX RA
    APPROVED
    Since 2025-10-08
  • IL RA
    APPROVED
    Since 2025-08-04

Branch Locations

2190 Randall Rd, Carpentersville, IL 60110 • United States

99 Northwest Highway, Crystal Lake, IL 60014 • 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 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
  • 04/2025 → Present
    Northbrook, IL
  • 03/2022 → 04/2025
    Adapt Health
    Elmhurst, IL
  • 06/2019 → 11/2019
    Uber Eats Driver
    Hoffman Estates, IL
  • 11/2019 → 03/2022
    Amazon Flex Driver
    Hoffman Estates, IL
  • 08/2021 → 03/2022
    Aerotek/ Aston Carter
    Chicago, IL
  • 02/2013 → 01/2022
    Visionworks
    Hoffman Estates, IL
  • 05/2025 → Present
    Bank Of America, N.A.
    Northbrook, IL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
  • S66 Uniform Combined State Law Examination
    2025-08-04

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