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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
| IL | RA | APPROVED | 2022-03-28 |
Branch Locations
957 E Belvidere Rd, Grayslake, IL 60030 • United States
780 N Western Ave, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Skokie | IL | 11/2006 | Present |
I*4107266, Entity Type: , Name of OBA: Rental Property 1, Address: antioch, Illinois, 60002, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 12/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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