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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-08-18 |
| IL | RA | APPROVED | 2009-10-23 |
| IN | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 10/2009 | Present |
| Bank Of America, N.A. | Northbrook | IL | 07/2011 | Present |
I*3000269 Entity Type: N/A Name of OBA: North Shore Yacht Club Address:Highland Park Illinois Investment Related:No Position, Title, Association:Board Member Start Date:11/15/2025 No Hours: 2 Monthly No Hours during trading:0 Monthly Duties:Sailing , Kayaking and SUP club General board member. Provide guidance on club activities such as SUP classes, kayak classes and learn to sail classes. Be a liaison to the kayaking committee. Identify members who can assist in various club roles such as maintenance and social activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-19 |
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