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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-12-17 |
| FL | RA | APPROVED | 2011-12-21 |
| TX | RA | APPROVED_RES | 2011-12-20 |
| IL | RA | APPROVED | 2000-11-06 |
Branch Locations
Marco Island, FL • United States
110 N Wacker Dr Pbig - Chicago, Chicago, IL 60606 • United States
300 Crescent Ct Pbig - Dallas Private Wealth, Dallas, TX 75201 • United States
9128 Strada Pl, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2000 | Present |
| Bank Of America, N.A. | Chicago | IL | 01/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-17 |
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