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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED | 2020-06-25 |
| IL | RA | APPROVED | 2019-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company | Chicago | IL | 12/2010 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 04/2019 | Present |
| Unemployed | Skokie | IL | 04/2018 | 04/2019 |
| Bank Of America, N.A. | Chicago | IL | 05/2019 | Present |
I*, Entity Type Fiduciary Role , Name of OBA: D L R TTEE S A R TTEE U/A DTD 06/01/1988 Address: Atlanta, Georgia, 30360 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 06/27/2024 No Hours: 1 Monthly No Hours during trading: 1 Monthly Duties: Trustee I*2499281, Entity Type: , Name of OBA: S A R TTEE DEBORAH R F-R TTEE U/A DTD 0, Address: Skokie, Illinois, 60076, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 09-Jun-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-25 |
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