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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-06-17 |
| IL | RA | APPROVED | 2011-11-10 |
Branch Locations
1921 St Johns Ave, Highland Park, IL 60035 • United States
Glenview, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 11/2011 | Present |
| Bank Of America, N.A. | Northbrook | IL | 12/2011 | Present |
(1) GLENVIEW PARK FOUNDATION 501 C3, HELPING YOUTH & RECREATION, DIRECTOR, START 12.2003, 10 HRS PER MO.;(2) CUB SCOUT PACK 559, YOUTH GROUP FOCUSING ON DEVELOPMENT & ACTIVITIES FOR BOYS, COMMITTEE CHAIR, START 07.2009, 10 HRS PER MO.I*123320For profit or not for profit: Non-Profit OrganizationName of outside business organization: Northwestern UniversityInvestment related: NAddress of business:Evanston, Illinois 60201Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 5/15/2019Number of hours devoted: 20 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Northwestern University Leadership Circle Regional Board of Directors. Networking and giving club for alumni. I* 621262 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: Vail Resorts Investment related: no Address of business: Wilmot, WI, 53192 Nature of business: Corporation Position, title, association: Other Start date of relationship: 12/04/2021 Number of hours devoted: 8 weekly Number of hours devoted during trading hours: 0 Duties: Greeting guests a local ski resort. Give directions. Provide general help.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-02 |
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