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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1998-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Schaumburg | IL | 01/1987 | Present |
| Bank Of America, N.A. | Schaumburg | IL | 12/2009 | Present |
I*129333For profit or not for profit: Non-Profit OrganizationName of outside business organization: OLPH Men's ClubInvestment related: NAddress of business: Glenview, Illinois 60025Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 1/9/2020Number of hours devoted: 10 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Community volunteering/fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-03 |
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