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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-07-22 |
| IL | RA | APPROVED | 2013-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 01/2013 | Present |
| Bank Of America, N.A. | Oak Brook | IL | 03/2015 | Present |
I*7780 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Streamwood, Illinois 60107 Nature of business: Position, title, association: , Start date of relationship: 43556 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 Duties: I*135181 For profit or not for profit: For-Profit Organization Name of outside business organization: Book Investment related: N Address of business: Chicago, Illinois 60661 Nature of business: Sole Proprietorship, Position, title, association: Owner, Start date of relationship: 1/4/2021 Number of hours devoted: 16 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Writing a book about "The Pursuit of Purpose" to be published in the fall of 2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-19 |
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