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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 2024-07-23
IL RA APPROVED 2024-05-08
  • TX RA
    APPROVED
    Since 2024-07-23
  • IL RA
    APPROVED
    Since 2024-05-08

Branch Locations

15255 S 94Th Ave, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Calumet City IL 12/2023 Present
Goosehead Insurance Agency Rosemont IL 06/2023 12/2023
Urban Bar & Kitchen Tuscaloosa IL 01/2023 06/2023
Mundelein Parks And Recreation District - Barefoot Bay Mundelein IL 05/2022 08/2022
The University Of Alabama Tuscaloosa AL 08/2022 05/2023
The University Of Alabama Tuscaloosa AL 08/2020 05/2021
The University Of Alabama Tuscaloosa AL 08/2019 05/2020
Mundelein Parks And Recreation District - Barefoot Bay Mundelein IL 05/2020 08/2020
Aramark - Starbucks Tuscaloosa AL 01/2021 04/2021
Mundelein Parks And Recreation District - Barefoot Bay Mundelein IL 05/2021 08/2021
The University Of Alabama Tuscaloosa AL 08/2021 05/2022
Mundelein Parks And Recreation District - Barefoot Bay Mundelein IL 05/2019 08/2019
Carl Sandburg High School Orland Park IL 09/2018 05/2019
Centennial Park Aquatic Center Orland Park IL 05/2018 09/2018
Carl Sandburg High School/ Century Jr. High School Orland Park IL 01/2013 05/2018
Albertsons Companies, Inc Lake Zurich IL 05/2020 06/2020
Bank Of America, N.A. Calumet City IL 12/2023 Present
  • 12/2023 → Present
    Calumet City, IL
  • 06/2023 → 12/2023
    Goosehead Insurance Agency
    Rosemont, IL
  • 01/2023 → 06/2023
    Urban Bar & Kitchen
    Tuscaloosa, IL
  • 05/2022 → 08/2022
    Mundelein Parks And Recreation District - Barefoot Bay
    Mundelein, IL
  • 08/2022 → 05/2023
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2020 → 05/2021
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2019 → 05/2020
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2020 → 08/2020
    Mundelein Parks And Recreation District - Barefoot Bay
    Mundelein, IL
  • 01/2021 → 04/2021
    Aramark - Starbucks
    Tuscaloosa, AL
  • 05/2021 → 08/2021
    Mundelein Parks And Recreation District - Barefoot Bay
    Mundelein, IL
  • 08/2021 → 05/2022
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2019 → 08/2019
    Mundelein Parks And Recreation District - Barefoot Bay
    Mundelein, IL
  • 09/2018 → 05/2019
    Carl Sandburg High School
    Orland Park, IL
  • 05/2018 → 09/2018
    Centennial Park Aquatic Center
    Orland Park, IL
  • 01/2013 → 05/2018
    Carl Sandburg High School/ Century Jr. High School
    Orland Park, IL
  • 05/2020 → 06/2020
    Albertsons Companies, Inc
    Lake Zurich, IL
  • 12/2023 → Present
    Bank Of America, N.A.
    Calumet City, IL
Other Businesses

I*2671279, Entity Type: Entity For Profit, Name of OBA: CorePower Yoga, Address: Chicago, Illinois, 60647, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 11/01/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Teach a minimum of 2 classes weekly. (each class is 1 hour) I would work late nights during the week days or only Saturdays and Sundays. CorePower Yoga is a yoga studio I've gone to since high school, and I'd like to be an instructor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-07
  • S66 Uniform Combined State Law Examination
    2024-05-07

View on SEC IAPD

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