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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2009-12-07 |
| CA | RA | APPROVED | 2009-11-10 |
Branch Locations
1033 Skokie Blvd, Northbrook, IL 60062 • United States
21215 Burbank Blvd, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 07/2009 | Present |
| Bank Of America, N.A. | Woodland Hills | CA | 12/2009 | Present |
I*: 1747306 Entity Type: Entity Charitable Name of OBA: S Family Foundation Address: Middletown, OH Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/15/2024 Number of Hours: 2 hrs monthly Number of Hours during trading:0 Duties: I have been asked to sit on the board of the Schwarber Family Foundation. The board seat would involve leadership for Kyle and Paige Schwarber's family foundation. Kyle and Paige's foundation provides opportunities for first responders and veterans to spend quality time together and supports nonprofits dedicated to addressing the unique needs of first responders and veterans, especially their children. I*2798270, Entity Type: , Name of OBA: D S, S S, S Family Trust, Address: Wilmette, Illinois, 60091, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 29-Aug-2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-05 |
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