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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
10 S Dearborn St Floor 11, Chicago, IL 60603 • United States
Arlington Heights, IL • United States
370 S Cleveland Ave, Westerville, OH 43081 • 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 | 08/2019 | 04/2025 |
| Missouri State University | Springfield | MO | 08/2016 | 05/2020 |
| Northwestern Mutual | Creve Coeur | MO | 05/2018 | 03/2019 |
| Bank Of America, N.A. | Rolling Meadows | IL | 08/2019 | 04/2025 |
| J.P. Morgan Securities Llc | Chicago | IL | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
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