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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
| IL | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
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