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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-16 |
| IL | RA | APPROVED | 2022-06-14 |
Branch Locations
110 N Wacker Dr Pbig - Chicago, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 06/2019 | Present |
| Miami University | Oxford | OH | 08/2015 | 05/2019 |
| Brick Street Bar | Oxford | OH | 08/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 05/2017 | 08/2017 |
| Bank Of America, N.A | Chicago | IL | 05/2025 | Present |
I*902292 For profit or not for profit: Entity Charitable Name of outside business organization: Barrett Bear Callaghan WIN IT Foundation Investment related: N Address of business: Orland Park, Illinois, 60462, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Committee","Director"], [["Endowment committee","Executive committee","Fundraising committee","Investment committee"]] Start date of relationship: 7/5/2022 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Non-profit foundation to help those in need, I am going to be on the board of the foundation and help plan fundraisers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
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