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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-06-07 |
| MO | RA | APPROVED | 2014-02-28 |
| TX | RA | APPROVED | 2000-09-29 |
Branch Locations
315 Lake St E, Wayzata, MN 55391 • United States
Excelsior, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Colinas | TX | 07/2000 | Present |
| Bank Of America, N.A. | Irving | TX | 12/2009 | Present |
I*2227307, Entity Type: Entity Charitable, Name of OBA: Branch Church, Address: Shorewood, Minnesota, 55331, Investment Related: N, Position, Title, Association: Treasurer, Employee State Date: 04/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: simple role of treasure for a church. paying bills and balancing the budget.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-28 |
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