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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED_RES | 2017-04-20 |
| IL | RA | APPROVED | 2012-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Northbrook | IL | 01/2012 | Present |
| Bank Of America, N.A. | Northbrook | IL | 02/2012 | Present |
I*89191 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KENILWORTH UNITED FUND INVESTMENT RELATED: N ADDRESS OF BUSINESS: KENILWORTH, ILLINOIS 60043 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 2/1/2016 NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAKE DECISIONS AS TO WHICH CHARITABLE ORGANIZATIONS WILL RECEIVE CONTRIBUTIONS THAT ARE COLLECTED FROM THE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
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