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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-03 |
Branch Locations
540 Lake Cook Rd Ste 600, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chicago | IL | 03/2010 | 08/2018 |
| J.P. Morgan Securities Llc | Chicago | IL | 01/2014 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 08/2018 | 03/2022 |
| Bank Of America, N.A. | Northbrook | IL | 09/2018 | 03/2022 |
| The Goldman Sachs Group, Inc. | Deerfield | IL | 04/2022 | Present |
Owner of a residential real estate investment property located in Chicago, IL. Organization is not primarily engaged in investment-related activity. Start Date: July 18, 2026. One hour per month. Duties include the general management of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-29 |
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