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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-10-22 |
| WI | RA | APPROVED | 1997-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | WI | 08/1997 | Present |
| Bank Of America, N.A. | Burlington | WI | 05/2011 | Present |
I*21916FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: FOLLIS HUNTING CABIN LLCINVESTMENT RELATED: NADDRESS OF BUSINESS: REDACTED, BURLINGTON, WISCONSIN 53105NATURE OF BUSINESS: OTHER, REAL ESTATE OWNERSHIP GROUPPOSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 0001-01-01NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MANAGER I*493435, Entity Type: , Name of OBA: R F, Address: Burlington, Wisconsin, 53105, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/20/2020, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*4516271, Entity Type: , Name of OBA: J F, Address: Burlington, Wisconsin, 53105, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/01/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-30 |
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