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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-21 |
| IL | RA | APPROVED | 2017-02-13 |
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 | 11/2016 | Present |
| Health Care Council Of Illinois | Springfield | IL | 01/2013 | 12/2016 |
| Bank Of America, N.A. | Northbrook | IL | 05/2017 | Present |
I*114754Entity Type: Non-Profit OrganizationName of outside business organization: Prairie State Legal ServicesInvestment related: NoAddress of business: Waukegan, Illinois 60085Position, title, association: Committee Member, Start date of relationship: 5/17/2018Number of hours devoted: 5 hours MonthlyNumber of hours devoted during trading hours: 5Duties: member of the Campaign for Legal Services, a fundraising committee. The organization provides pro bono legal services for Lake County residents.I*4623299 Entity Type: Political Activity Name of OBA: DPOE Address: Evanston, Illinois, 60201 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2026 Number of Hours: 4, Weekly Number of Hours during trading: 1, Weekly Duties: Support local political issues and campaigns in my home municipality for the local Democratic Party of Evanston.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-11 |
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