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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-28 |
| IL | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 07/2016 | 07/2022 |
| Bank Of America, N.A. | Rolling Meadows | IL | 08/2016 | 07/2022 |
| E*Trade Securities Llc | Chicago | IL | 07/2022 | 09/2023 |
| E*Trade Capital Management Llc | Chicago | IL | 07/2022 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 03/2023 | Present |
I*96699 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2654 BRINKER AVE., OGDEN, UTAH 84401 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/8/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS PROPERTY IS A RENTAL INCOME PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-07 |
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