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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-12-07 |
| MN | RA | APPROVED | 2013-11-04 |
| TX | RA | APPROVED_RES | 2012-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Paul | MN | 06/2006 | Present |
| Bank Of America,Na | St Paul | MN | 11/2009 | Present |
I*446574, Entity Type: For Profit, Name of OBA: Green Trees LLC, Address: Eden Prairie, Minnesota 55347, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 04/02/2010, No Hours: 0, No Hours during trading: 0, Duties: Family land, Land was gifted to us in 2010. No income is received. No decisions regarding the land is made. This is recreational land. Pay Taxes, no income. I*: 2817278 Entity Type: Fiduciary role Name of OBA: A. J. B. Address: Eagan, MN 55122 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 9/2/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-11 |
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