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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-20 |
| TX | RA | APPROVED | 2022-05-20 |
Branch Locations
1 North Wacker Drive 32Nd & 33Rd, Chicago, IL 60606 • 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 | 04/1987 | 05/2022 |
| Bank Of America,N.A. | Chicago | IL | 06/2011 | 05/2022 |
| Ubs Financial Services Inc. | Chicago | IL | 02/2022 | Present |
1. J.B. , TTEE U/A DTD 06/01/1998 by J.q. & M.B. , Grosse Pointe MI United States-48230, Irrevocable Life Insurance Trust, Trustee of my parents, Start date- 6/1/1998. 2. C.T. Family Irrev Trust U/D DTD 8 21/200, Irrevocable Life Insurance Trust, Trustee of brother-in-law/sister-in-law Irrevocable Life Insurance TrustStart date-8/21/2008, Boston MAUnited States-02210. 3. P.C. Trust U/A DTD 10/1/1999 by T. J.C. J.B TTEE, Revocable trust for benefit of (my niece), Grantor of trust is (my brother--in-law), Serve as TTEE, start date-10/1/1999, Scottsdale AZUnited States-85262. 4. S.C. Trust U/A 10/01/1999 by T.J C. , J. B TTEE, Investment for benefit of S.C., I serve as TTEE for my nephew's trust, Grantors of the trust is my brother-in-law , start date-10/1/1999, ScottsdaleAZUnited States-85262.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-16 |
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