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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-19 |
| TX | RA | APPROVED | 2007-07-17 |
| IL | RA | APPROVED | 1998-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Schaumberg | IL | 04/1985 | Present |
| Bank Of America, N.A. | Schaumburg | IL | 12/2009 | Present |
I*27788 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PILATES STUDIO 6 INVESTMENT RELATED: N ADDRESS OF BUSINESS: SOUTH BARRINGTON, ILLINOIS 60010 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 1/1/2010 NUMBER OF HOURS DEVOTED: 0 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PERSONAL FIDUCIARY ROLE (2)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: BOULDER, COLORADO 80303 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/2/2014 NUMBER OF HOURS DEVOTED: 15 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF RENTAL PROPERTY I*13067 For profit or not for profit: Name of outside business organization: Paul A Girard Trust Investment related: Address of business: South Barrington, Illinois 60010 Nature of business: , Position, title, association: , Start date of relationship: 2/26/2021 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-03 |
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