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1020 Park Dr #213, Flossmoor, IL 60422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park | IL | 01/2020 | 07/2023 |
| Jewish Community Centers Of Chicago (Jcc Chicago) | Chicago | IL | 07/2018 | 01/2020 |
| Unemployed | Country Club Hills | IL | 06/2018 | 07/2018 |
| Accounting Principals | Chicago | IL | 06/2018 | 06/2018 |
| Accountemps | Chicago | IL | 06/2018 | 06/2018 |
| Unemployed | Country Club Hills | IL | 02/2018 | 06/2018 |
| Accounting Principals | Chicago | IL | 01/2018 | 02/2018 |
| Unemployed | Country Club Hills | IL | 09/2017 | 01/2018 |
| Fmsi / Ramco Holdings | Naperville | IL | 06/2016 | 09/2017 |
| Bank Of America, N.A. | Orland Park | IL | 03/2020 | 07/2023 |
| Polaris Wealth Management, Llc | Flossmoor | IL | 07/2023 | Present |
| Bank Of America/Merrill | Orland Park | IL | 01/2020 | 07/2023 |
Felicia Gates is an Accountant at Samuel Dewitt Proctor Conference; Investment related: No; Location: 4445 S. King Dr. Chicago IL 60653 US; Description: Non Profit human rights and social justice focused education, advocacy and activism organization; Responsibilities Duties: Recording financial transactions, reconciling accounts, preparing financial statements, managing general ledger, maintaining schedules, preparing P/R and performing administrative task related to maintaining records; Start date: 2024-05-01; Hours devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 90;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
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