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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-06 |
| CA | RA | APPROVED | 2020-11-19 |
| TX | RA | APPROVED_RES | 1998-06-09 |
| IL | RA | APPROVED | 1998-05-20 |
Branch Locations
2021 Spring Rd, Oak Brook, IL 60523 • United States
Western Springs, IL • United States
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, Peirce, Fenner 7 Smith | Princeton | NJ | 08/1993 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 08/1993 | Present |
| Bank Of America, Na | Oak Brook | IL | 12/2009 | Present |
I*496093, Entity Type: Entity For Profit, Name of OBA: Florida Rental Property, Address: Osprey, Florida 34229, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 05/01/2011, No Hours: 10, No Hours during trading: 0, Duties: Owner of Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-19 |
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