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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-14 |
| WI | RA | APPROVED | 2020-12-07 |
| IL | RA | APPROVED | 1998-04-12 |
| TX | RA | APPROVED_RES | 1986-06-11 |
Branch Locations
1033 Skokie Blvd, Northbrook, IL 60062 • United States
Glenview, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 11/1980 | Present |
| Bank Of America, N.A. | Northbrook | IL | 08/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1981-02-17 |
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