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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-30 |
| IL | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 09/2023 | 10/2024 |
| Buffalo Grove Park District | Buffalo Grove | IL | 06/2021 | Present |
| Lifestyle Marketing Inc | Milwaukee | WI | 07/2022 | 02/2023 |
| University Of Iowa Housing And Dining | Iowa City | IA | 08/2021 | 04/2022 |
| University Of Iowa Recreation Services | Iowa City | IA | 09/2019 | 05/2022 |
| Royal Melbourne Country Club | Long Grove | IL | 05/2020 | 08/2020 |
| University Of Iowa | Iowa City | IA | 08/2018 | 05/2022 |
| Buffalo Grove High School | Buffalo Grove | IL | 08/2014 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 10/2024 | Present |
| Bank Of America, N.A. | Northbrook | IL | 11/2024 | Present |
I*: 2068270 Entity Type: Community Park District Name of OBA: Buffalo Grove Park District Address: Buffalo Grove IL Investment Related: No Position, Title, Association: swim coach/pool manager Employee Start Date: 09/2016 Number of Hours: 15 hours per month Number of Hours during trading: 0 Duties: I coach youth swimming for the park district's swim team and am present at their practices and meets in the evenings throughout the week. In my pool manager capacity, I am responsible of training and staff scheduling as well as coordinating and teaching private swim lessons on the weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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