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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-14 |
| IL | RA | APPROVED | 2021-04-29 |
| TX | RA | APPROVED | 2021-04-29 |
Branch Locations
John Islands, SC • United States
950 N. Western Avenue Suite 200, Lake Forest, IL 60045-1734 • United States
Lake Forest, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Forest | IL | 11/2008 | 04/2021 |
| Bank Of America, Na | Lake Forest | IL | 12/2009 | 04/2021 |
| Rbc Capital Markets, Llc | Lake Forest | IL | 04/2021 | Present |
| City National Bank | Lake Forest | IL | 05/2021 | Present |
(1) NAME OF ENTITY: WTL22 LLC ADDRESS: 577 Fletcher Cir Lake Forest, IL 60045 Lake Forest, Illinois US-IL 60045 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jun 05, 2013 CAPACITY: Partner DUTIES: Family LLC HOURS DEVOTED PER MONTH: 0 - 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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