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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-14 |
| TX | RA | APPROVED | 2024-02-14 |
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 | 07/2019 | 06/2021 |
| Russo Hardware Inc. | Elgin | IL | 05/2019 | 07/2019 |
| Home Access Health Corp. | Hoffman Estates | IL | 07/2008 | 07/2018 |
| Bank Of America, N.A. | Northbrook | IL | 07/2019 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Huntley | IL | 11/2021 | 03/2023 |
| J.P. Morgan Securities Llc | Huntley | IL | 11/2021 | 03/2023 |
| Lpl Financial Llc | Schaumburg | IL | 04/2023 | 12/2023 |
| Consumers Cooperative Credit Union | Schaumburg | IL | 04/2023 | 12/2023 |
| Jpmorgan Chase Bank (Il) | Carpentersville | IL | 12/2023 | Present |
| J.P. Morgan Securities Llc | Carpentersville | IL | 12/2023 | Present |
| Unemployed | Elgin | IL | 08/2018 | 04/2019 |
| Unemployed | Elgin | IL | 07/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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