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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-07
IL RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-04-07
  • IL RA
    APPROVED
    Since 2026-02-04

Branch Locations

15862 S La Grange Rd, Orland Park, IL 60462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Siebert Williams Shank & Co., Llc Chicago IL 07/2023 11/2023
Chipotle Mexican Grill Matteson IL 09/2020 05/2021
Marian Catholic High School Chicago Heights IL 08/2015 05/2019
Unemployed Olympia Fields IL 06/2019 08/2019
Hampton University Hampton VA 08/2019 05/2023
Siebert Williams Shank & Co., Llc Olympia Fields (Remote) IL 06/2022 07/2022
Cisco Systems Olympia Fields (Remote) IL 06/2021 08/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Matteson IL 12/2025 Present
Unemployed Olympia Fields IL 12/2023 01/2024
Kimco International Chicago IL 02/2024 12/2025
American Family Life Assurance Company South Holland IL 07/2024 01/2026
Phalanx Family Services Chicago IL 02/2021 08/2021
Phalanx Family Services Chicago IL 06/2022 09/2022
Phalanx Family Services Chicago IL 06/2024 09/2024
Phalanx Family Services Chicago IL 06/2025 09/2025
Bank Of America, N.A. Matteson IL 02/2026 Present
  • 07/2023 → 11/2023
    Siebert Williams Shank & Co., Llc
    Chicago, IL
  • 09/2020 → 05/2021
    Chipotle Mexican Grill
    Matteson, IL
  • 08/2015 → 05/2019
    Marian Catholic High School
    Chicago Heights, IL
  • 06/2019 → 08/2019
    Unemployed
    Olympia Fields, IL
  • 08/2019 → 05/2023
    Hampton University
    Hampton, VA
  • 06/2022 → 07/2022
    Siebert Williams Shank & Co., Llc
    Olympia Fields (Remote), IL
  • 06/2021 → 08/2021
    Cisco Systems
    Olympia Fields (Remote), IL
  • 12/2025 → Present
    Matteson, IL
  • 12/2023 → 01/2024
    Unemployed
    Olympia Fields, IL
  • 02/2024 → 12/2025
    Kimco International
    Chicago, IL
  • 07/2024 → 01/2026
    American Family Life Assurance Company
    South Holland, IL
  • 02/2021 → 08/2021
    Phalanx Family Services
    Chicago, IL
  • 06/2022 → 09/2022
    Phalanx Family Services
    Chicago, IL
  • 06/2024 → 09/2024
    Phalanx Family Services
    Chicago, IL
  • 06/2025 → 09/2025
    Phalanx Family Services
    Chicago, IL
  • 02/2026 → Present
    Bank Of America, N.A.
    Matteson, IL
Other Businesses

I*3425271, Entity Type Entity Charitable, Name of OBA: Timeless Gifts Address: ChicagoIllinois60616 Investment Related: No Position, Title, Association: Board Member Employee Start Date:09/01/2023 No Hours: 20 monthly No Hours during trading: 0 Duties:As a member of the board of directors I am expected to service the organization through strategic advice on improving membership and growth for this nonprofit organization. I am responsible for looking through annual and quarterly financial reports. I also donate to and fundraise for the annual outreach efforts made by Timeless Gifts. To ensure and enhance the cultural and musical legacy of Chicago. Timeless Gifts provides instruction, exposure, and professional performance opportunities for young, aspiring artists.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-04
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2026-03-04
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

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