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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| IL | RA | APPROVED | 2017-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2016 | 02/2017 |
| Mcadam Llc | Chicago | IL | 08/2016 | 02/2017 |
| Unemployed | Crystal Lake | IL | 02/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 07/2017 | Present |
| Bank Of America, N.A. | Northbrook | IL | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-17 |
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