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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
| IL | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Together Inc | Cleveland | OH | 07/2022 | 01/2023 |
| Bankers Life & Casualty, Inc | Libertyville | IL | 02/2023 | 07/2025 |
| Amazon | Cleveland | OH | 05/2020 | 08/2020 |
| Les Jones Roofing | Minneapolis | MN | 05/2019 | 08/2019 |
| Case Western Reserve University | Cleveland | OH | 08/2018 | 05/2022 |
| King's Academy | Madaba | 08/2015 | 07/2018 | |
| Doordash | Cleveland | OH | 05/2021 | 06/2022 |
| Bankers Life Securities, Inc | Libertyville | IL | 04/2024 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 07/2025 | Present |
| Documenters By City Bureau | Cleveland | OH | 05/2021 | 05/2022 |
| Wheaton Academy | Wheaton | IL | 06/2018 | 09/2018 |
| Bank Of America, N.A. | Northbrook | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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