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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2008-11-28 |
| TX | RA | APPROVED | 2008-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 11/2008 | Present |
| Bank Of America,Na | Northbrook | IL | 12/2009 | Present |
I*123954 Entity Type: For-Profit Name of outside business organization: Birdie Investment group Investment related: No Address of business: Carmel, Indiana 46032 Position, title, association: Limited Partner Start date of relationship: 6/5/2019 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Buying properties I*4432271 Entity Type: For Profit Name of OBA: Oakway Steel LLC Address: Austin, Illinois, 78750 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/11/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: Sell Steel to companies that need steel. My partner will find companies that need steel, then buy the steel and sell the finished steel to these companies. Capital. i am funding the company with 200,000 to buy steel and then resell the steel.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-07 |
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