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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 2023-04-04
IL RA APPROVED 2023-03-31
  • TX RA
    APPROVED
    Since 2023-04-04
  • IL RA
    APPROVED
    Since 2023-03-31

Branch Locations

Chicago, IL • United States

540 W Madison St Ci Relationship Management, Chicago, IL 60661 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 12/2022 Present
Loyola Academy Wilmette IL 08/2014 05/2018
Willis Towers Watson Chicago IL 07/2021 08/2021
Tulane University New Orleans LA 08/2018 05/2022
Loyola University Chicago Chicago IL 08/2022 11/2022
I-Country Inc / Campagnola Evanston IL 05/2016 07/2022
Town Kitchen Llc Miami FL 07/2022 08/2022
Bank Of America, N.A. Rolling Meadows IL 08/2024 Present
  • 12/2022 → Present
    Rolling Meadows, IL
  • 08/2014 → 05/2018
    Loyola Academy
    Wilmette, IL
  • 07/2021 → 08/2021
    Willis Towers Watson
    Chicago, IL
  • 08/2018 → 05/2022
    Tulane University
    New Orleans, LA
  • 08/2022 → 11/2022
    Loyola University Chicago
    Chicago, IL
  • 05/2016 → 07/2022
    I-Country Inc / Campagnola
    Evanston, IL
  • 07/2022 → 08/2022
    Town Kitchen Llc
    Miami, FL
  • 08/2024 → Present
    Bank Of America, N.A.
    Rolling Meadows, IL
Other Businesses

I*4999269 Entity Type: For Profit Name of OBA: First Creation Digital Address: Chicago, Illinois, 60626 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/20/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0 Duties: Website Creation for Local Businesses. Website Builder

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-29
  • S66 Uniform Combined State Law Examination
    2023-03-29
Other Names
  • Morgan Banks

View on SEC IAPD

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