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227 West Monroe Street Suite 1800, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-10-19 |
Branch Locations
227 West Monroe Street Suite 1800, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Deerfield | IL | 01/2014 | Present |
MERCER ALLIED COMPANY, L.P. IS AN AFFILIATE OF THE AYCO COMPANY, L.P. AYCO PROVIDES FINANCIAL COUNSELING SERVICES, WHICH TYPICALLY INCLUDE ESTATE, INSURANCE, INVESTMENT AND INCOME TAX PLANNING AND IMPLEMENTATION. MY POSITION WITH AYCO ALSO INCLUDES RENDERING TAX AND OTHER FINANCIAL ADVICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-10 |
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