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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| MN | RA | APPROVED | 2018-12-19 |
Branch Locations
219 Main St N, Stillwater, MN 55082 • United States
510 E 96Th St Global Human Resources- The Academy, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bloomington | MN | 02/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 02/2013 | Present |
I*2674269, Entity Type: , Name of OBA: MLPF& S CUST FPO J C IRA FBO J C C, Address: Woodbury, Minnesota, 55125, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/31/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2674270, Entity Type: , Name of OBA: MLPF& S CUST FPO J C RRA FBO J C C, Address: Woodbury, Minnesota, 55125, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/31/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-23 |
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