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1290 Avenue Of The Americas, New York, NY 10104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-20 |
| NY | RA | APPROVED | 2025-02-20 |
Branch Locations
190 South Lasalle Street 23Rd & 24Th & 27Th Floor, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman, Llc | Chicago | IL | 05/2010 | 06/2017 |
| 3L Real Estate, Llc | Chicago | IL | 07/2017 | 09/2024 |
| Neuberger Berman, Llc | Chicago | IL | 09/2024 | Present |
RLDM, LLC Real Estate Holding Company Managing Member ~2013 This entity holds the assets of my father's estate. It requires my interaction to occasionally distribute funds to the other members (I don't receive distributions) and compile records for the filing of taxes/annual reporting. On average, it takes me less than a hour a month and never during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-19 |
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
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