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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-06 |
| IL | RA | APPROVED | 2015-01-02 |
Branch Locations
620 S Tryon St, Charlotte, NC 28255 • United States
110 N Wacker Dr, Chicago, IL 60606 • 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, Pierce, Fenner & Smith Incorporated | Chicago | IL | 10/2009 | Present |
| Bank Of America, N.A. | Chicago | IL | 04/2011 | Present |
I*2469306, Entity Type: Entity Charitable, Name of OBA: Junior Achievement of Chicago, Address: Chicago, Illinois, 60661, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/30/2025, No Hours: 5 Monthly, No Hours during Trading: 2 Monthly, Duties: Trustee duties oversight and review of Junior Achievement operating activities, fund-raising, programs, and staff. I will be a member of the programs committee in addition to my duties as Trustee. I will not have any check writing or investment related responsibilities in my role as a Trustee. The committee role will review educational programs for elementary, middle school, and high school Junior Achievement academic participants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-02 |
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