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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1998-04-12 |
| TX | RA | APPROVED_RES | 1998-01-12 |
Branch Locations
10 N Martingale Rd, Schaumburg, IL 60173 • United States
Campton Hills, IL • United States
2 disclosure categories 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 | Schaumburg | IL | 10/1992 | Present |
| Bank Of America,N.A. | Schaumburg | IL | 06/2011 | Present |
I*509895 For profit or not for profit: Entity For Profit Name of outside business organization: 4 MEHE LLC Investment related: N Address of business: michigan city, Indiana, 46360 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 7/6/2021 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Family vacation home. Potentially rent out to cover real estate taxes and property maintenance costs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-08 |
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