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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-12-06 |
| MN | RA | APPROVED | 2013-11-01 |
| TX | RA | APPROVED | 2006-01-03 |
Branch Locations
130 W Superior St, Duluth, MN 55802 • United States
Stone Lake, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | MN | 05/1997 | Present |
| Bank Of America,N.A. | Duluth | MN | 06/2011 | Present |
I*4192265, Entity Type: Entity For Profit, Name of OBA: TLM Holdings LLC, Address: Stone Lake , Wisconsin, 54876, Investment Related: N, Position, Title, Association: Treasurer, Officer, Employee Start Date: 03/20/2026, No Hours: 50 Yearly, No Hours during Trading: 0 Yearly, Duties: I will have limited responsibilities in this LLC. They will be limited to maintenance on the buildings, lawn care, snow removal etc. My wife B will take on a more active role in the VRBO/Storage side of things. At this point in time the LLC will just be holding the vacant pieces of land that we own. We set up an LLC to hold two pieces of property that we currently own as Joint owners. We are also actively looking at another piece of property that would potentially use as a short term vrbo rental as well as a Winter/Summer storage facility for Boats, snowmobiles etc. My wife and I are 50/50 owners in this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-15 |
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