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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-26 |
| TX | RA | APPROVED | 2017-09-26 |
| IL | RA | APPROVED | 2017-09-25 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
401 N Tryon St Ci Relationship Management, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 06/2017 | Present |
| International Contractors Inc. | Elmhurst | IL | 06/2009 | 12/2016 |
| U.S. Bank | Milwaukee | WI | 06/2016 | 05/2017 |
| Bank Of America, N.A. | Rolling Meadows | IL | 06/2019 | Present |
I*1537340For profit or not for profit: Entity For ProfitName of outside business organization: Tempo Golf ClubInvestment related: NoAddress of business: Huntersville, North Carolina, 28078Position, title, association: Employee Start date of relationship: 11/4/2023Number of hours devoted: 10 hours WeeklyNumber of hours devoted during trading hours: 0Duties: Golf Attendant I*3045265 Entity Type: N/A Name of OBA:Barringer Square HOA Address:Charlotte North Carolina Investment Related:No Position, Title, Association:Board Member Start Date:11/01/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Attending board meetings and making decisions on how to spend collected funds Funding decisions are presented to all HOA members by those on the board. My role on the board would be to make suggestions and then all members vote on how to proceed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
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