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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2019-03-18 |
| IL | RA | APPROVED | 2018-11-07 |
Branch Locations
780 N Western Ave Division - Central, Lake Forest, IL 60045 • United States
780 N Western Ave, Lake Forest, IL 60045 • United States
Buffalo Grove, IL • 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 | 09/2015 | Present |
| Bank Of America, N.A. | Rolling Meadows | IL | 09/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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