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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-02-02 |
| IL | RA | APPROVED | 1998-04-12 |
Branch Locations
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 | Oak Brook | IL | 04/1996 | Present |
| Bank Of America, N.A. | Oakbrook | IL | 11/2009 | Present |
I*76009 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HANI & DANA ATASSI INVESTMENT RELATED: N ADDRESS OF BUSINESS: DARIEN, ILLINOIS 60561 NATURE OF BUSINESS: OTHER, HOME/ RESIDENCE IN DARIEN POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/1/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS OUR OLD RESITAINAL HOME THAT WE DECIDED TO RENT TO ANOTHER FAMILY. I*25831 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EMESSA PROPERTIES INVESTMENT RELATED: Y ADDRESS OF BUSINESS: BURR RIDGE, ILLINOIS 60527 NATURE OF BUSINESS: OTHER,COMMERICAL REAL ESTATE POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 11/10/2005 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRESIDENT BOOKKEEPING I*106230 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SYRIAN AMERICAN COUNCIL INVESTMENT RELATED: N ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20006 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 7/3/2017 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVE ON THE EXECUTIVE COMMITTEE. GRASSROOTS AND ADVOCACY ORG. TO ORGANIZE, EMPOWER, AND MOBILIZE SYRIAN AMERICANS FOR A FREE PLURALISTIC, AND DEMOCRATIC SYRIA. I WILL SERVE ON THE MEMBERSHIP AND EXECUTIVE COMMITTEES. I WILL BE ATTENDING MEETINGS I*25832 For profit or not for profit: Non-Profit Organization Name of outside business organization: MUSLIM EDUCATIONAL CULTURAL CENTER OF AMERICA Investment related: N Address of business: Willow Brook, Illinois 60527 Nature of business: Charitable Organization, Position, title, association: Officer, Start date of relationship: 8/1/2005 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Director/Board Member Establish and build a community center Secertey Position. No material control over the funds Look at P&L statements. I*135863 For profit or not for profit: For-Profit Organization Name of outside business organization: WM Capital Partners Investment related: Address of business: Burr Ridge, Illinois 60527 Nature of business: LLC, Compensation for Activity: Position, title, association: Family Held, Start date of relationship: 1/29/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: LLC partnership with siblings. I*4907268, Entity Type: Entity For Profit, Name of OBA: YWDH LLC, Address: Burr Ridge, Illinois, 60527, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 06/05/2026, No Hours: 10 Monthly, No Hours during Trading: 2 Monthly, Duties: Manager of LLC, Family held Inv
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
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