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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 03/1992 | 03/2022 |
| Bates Group Llc | Chicago | IL | 07/2022 | Present |
| Retired | Chicago | IL | 03/2022 | 07/2022 |
| Indivisible Partners Llc | Chicago | IL | 01/2025 | Present |
Chicago Run; Not Investment Related; Chicago, IL, Non-Profit; Chair of the Emeritus Board; 1 Hour per Quarter; No Hours during Trading; No official duties Bras Coupe' : Not Investment Related; Canada; Non-Profit- Fishing Camp; Executive Committee and Membership Committee; 1 Hour per Quarter; No hours during trading; No official duties Bates Group LLC: Not Investment Related; Chicago, IL, Business Development; Consultant; Start Date: 07/2022; 20 hours per week; Assist with business growth and marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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