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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-26 |
| MN | RA | APPROVED | 2013-11-04 |
| TX | RA | APPROVED_RES | 2007-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 06/1998 | Present |
| Bank Of America, N.A. | Minneapolis | MN | 06/2011 | Present |
I*132989 For profit or not for profit: For-Profit Organization Name of outside business organization: Lake Ridge LLC Investment related: N Address of business: Pillager, Minnesota 56473 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 10/1/2020 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is LLC is for our family's lake cabin. I will be the manager of the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-24 |
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