Thomas Madison Lillard

Current Employers

Employment History

• 04/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 06/2011 → Present
  Bank Of America,N.A.
  Northbrook, IL

Previous Registrations

• 2008-10-01 → 2011-05-12
  J.P. Morgan Securities Llc
  Winnetka, IL
• 2006-09-27 → 2008-10-01
  J.P. Morgan Securities Inc.
  Winnetka, IL
  Wilmette, IL
• 1997-02-07 → 2006-09-27
  Banc One Securities Corporation
  Wilmette, IL
  Wilmette, IL
  Chicago, IL

Other Businesses

I*: 3150281Entity Type: Fiduciary RoleName of OBA: R S CheckingAddress: Naples, Florida, 34105Investment Related: NoPosition, Title, Association: POAEmployee Start Date: 11/10/2025No. Hours: 1 WklyNo. Hours during Trading: 1 WklyDuties: POA for his brother-in-law. I*3126269, Entity Type: , Name of OBA: T M L III TTEE U/A DTD 11/07/2003 BY R S, Address: Naples, Florida, 34105, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 11/04/2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*2996264, Entity Type: , Name of OBA: S S, Address: Wilmette, Illinois, 60091, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 10/13/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2996265, Entity Type: , Name of OBA: R S, Address: Wilmette, Illinois, 60091, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 10/13/2025, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties: I*3085272, Entity Type: , Name of OBA: R E S Revocable Trust, Address: Naples , Florida, 34105, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 10/27/2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*3090270, Entity Type: , Name of OBA: S L S Trust, Address: Naples, Florida, 34105, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 10/27/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3126268, Entity Type: , Name of OBA: S L S Deceased Trust, Address: Naples, Florida, 34105, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 11/04/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3150282, Entity Type: , Name of OBA: R S Savings, Address: Naples, Florida, 34105, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 11/10/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4506294, Entity Type: , Name of OBA: S L S Family Trust, Address: Naples, Florida, 34105, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/27/2026, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-01
• S63 Uniform Securities Agent State Law Examination
  1990-09-04

Designations