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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| IL | RA | APPROVED | 2024-04-25 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • 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 | 01/2018 | 07/2022 |
| Bank Of America, N.A. | Rolling Meadows | IL | 01/2018 | 07/2022 |
| University Of Illinois At Urbana-Champaign | Champaign | IL | 08/2013 | 12/2017 |
| Nocd Llc | Chicago | IL | 06/2016 | 11/2016 |
| Fidelity Investments | Chicago | IL | 07/2022 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 04/2024 | Present |
| Sabbatical/Unemployed | Chicago | IL | 08/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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