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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-01-10 |
| WI | RA | APPROVED | 2001-01-10 |
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 | 01/1996 | Present |
| Bank Of America, N.A. | Madison | WI | 01/2016 | Present |
I*1174269 For profit or not for profit: Entity For Profit Name of outside business organization: Oliver's Annex Investment related: N Address of business: Madison, Wisconsin, 53713 Nature of business: ["S Corporation"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 2/13/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Inherited 25% ownership in commercial building. Rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-04-27 |
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