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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-30 |
| IL | RA | APPROVED | 2016-11-10 |
| TX | RA | APPROVED_RES | 2016-11-10 |
Branch Locations
1033 Skokie Blvd, Northbrook, IL 60062 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Deerfield | IL | 05/2009 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 11/2016 | Present |
| Bank Of America, N.A. | Northbrook | IL | 12/2016 | Present |
I*3673275 Entity Type: Charitable Name of OBA: Our Daily Bread Food Pantry Address: Marco Island, Florida, 34145 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/02/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Food pantry to feed the needy Committee to devise ways to get community to raise money for the pantry. They would like to build a rainy day fund to help smooth out the recipient volume challenges when things like government shutdowns and SNAP benefit cancelations etc. happen.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-12 |
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