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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-04 |
| IL | RA | APPROVED | 2017-01-04 |
| TX | RA | APPROVED | 2013-01-23 |
| CT | RA | APPROVED | 2012-10-16 |
Branch Locations
249 Royal Palm Way, Palm Beach, FL 33480 • United States
110 N Wacker Dr Pbig - Chicago, Chicago, IL 60606 • United States
300 Crescent Ct Pbig - Dallas Private Wealth, Dallas, TX 75201 • United States
Barrington, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | New York | NY | 06/2012 | Present |
| Bank Of America, N.A. | New York | NY | 01/2013 | Present |
I*1805263, Entity Type, Name of OBA:Pond Gate Farms HOA Address: Barrington, IL 60011 Investment Related:NO Position, Title, Association: Board Member Employee Start Date:04/22/2024 No Hours: 20 hrs yearly No Hours during trading: 0 Duties:Entity is our neighborhood HOA. I will serve on the board for three years working to support our neighborhood- coordinating safety concerns with local police, road maintenance like plowing, and being a sounding board for residents. I will not have access to financial accounts nor be a signer. I have told the board I cannot hold the position of President nor Treasurer for these reasons. They are accepting of the limitations of my role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-15 |
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