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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-10 |
| IL | RA | APPROVED | 2020-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 08/2018 | Present |
| Lake Forest College | Lake Forest | IL | 08/2014 | 05/2018 |
| Merrill Lynch | Northbrook | IL | 05/2017 | 08/2017 |
| Winnetka Golf Course | Winnetka | IL | 05/2016 | 08/2017 |
I*: 2062302 Entity Type: Entity Charitable Name of OBA: Andrew Weishar Foundation Address: Chicago, IL 60605 Investment Related: Yes Position, Title, Association: Committee Employee Start Date: 01/01/2025 No Hours: 4hr/yr No Hours during trading: 0 Duties: Assist in review and oversight of the investment portfolio of the Foundation. The Andrew Weishar Foundation's mission is to provide immediate resources to families with adolescents or young adults stricken with cancer. Expected responsibilities is to partake in the newly formed investment committee, meeting once/twice a year, to help serve as a resource and provide thoughts on the investments for the Andrew Weishar Foundation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-29 |
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