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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 2022-12-19
IL RA APPROVED 2022-12-13
  • TX RA
    APPROVED
    Since 2022-12-19
  • IL RA
    APPROVED
    Since 2022-12-13

Branch Locations

205 N Addison Ave, Elmhurst, IL 60126 • 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
Unemployed West Chicago IL 07/2016 02/2017
Saint Charles Gymnastics Academy St. Charles IL 03/2017 06/2018
Saint Charles Park District St. Charles IL 06/2018 08/2022
Olive Garden St. Charles IL 01/2019 04/2019
Target St. Charles IL 10/2019 01/2020
Coldwell Banker St. Charles IL 12/2021 08/2022
T.J. Maxx St. Charles IL 02/2022 06/2022
Merrill Edge Rolling Meadows IL 08/2022 Present
Bank Of America, N.A. Rolling Meadows IL 04/2024 Present
  • 07/2016 → 02/2017
    Unemployed
    West Chicago, IL
  • 03/2017 → 06/2018
    Saint Charles Gymnastics Academy
    St. Charles, IL
  • 06/2018 → 08/2022
    Saint Charles Park District
    St. Charles, IL
  • 01/2019 → 04/2019
    Olive Garden
    St. Charles, IL
  • 10/2019 → 01/2020
    Target
    St. Charles, IL
  • 12/2021 → 08/2022
    Coldwell Banker
    St. Charles, IL
  • 02/2022 → 06/2022
    T.J. Maxx
    St. Charles, IL
  • 08/2022 → Present
    Merrill Edge
    Rolling Meadows, IL
  • 04/2024 → Present
    Bank Of America, N.A.
    Rolling Meadows, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
  • S66 Uniform Combined State Law Examination
    2022-12-12

View on SEC IAPD

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