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Donna Anne Bobak

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Forest, IL

Farmington Hills, MI

Canton, MI

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-02-22
MI RA APPROVED 2018-02-02
  • TX RA
    APPROVED_RES
    Since 2018-02-22
  • MI RA
    APPROVED
    Since 2018-02-02

Branch Locations

780 N Western Ave Division - Central, Lake Forest, IL 60045 • United States

39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States

Canton, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Southfield MI 03/2013 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 06/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-29
  • S66 Uniform Combined State Law Examination
    2018-01-29
Other Names
  • Donna Anne Woodman
  • Donna Anne Bobak
  • Donna Bobak

View on SEC IAPD

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OBAR WEALTH MANAGEMENT LLC
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Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
CAROL H. BUSS

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
EDWARD JONES · LAKE FOREST, IL

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