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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-01 |
| TX | RA | APPROVED_RES | 2013-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 10/1999 | Present |
| Bank Of America, N.A. | Minneapolis | MN | 10/2013 | Present |
I*2056261, Entity Type Fiduciary, Name of OBA: MT Address: Clara City, Minnesota, 56222 Investment Related: Yes Position, Title, Association: Co-Trustee, Power of Attorney Employee Start Date: 21-Oct-2024 No Hours: 1 Yearly No Hours during trading: 0 Duties:I*482207, Entity Type Fiduciary, Name of OBA: POA Address: Minneapolis, Minnesota, 55402 Investment Related: yes Position, Title, Association: Committee Employee Start Date: 30-Jan-2012 No Hours: .33 No Hours during trading:0 Duties: I*2930278 Entity Type: N/A Name of OBA: I F Address: Saint Paul, Minnesota, 55116 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/30/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney for Self, Child/Grandchild I*2929289 Entity Type: N/A Name of OBA: D F Address: Saint Paul, Minnesota, 55116 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/30/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney for Self, Child/Grandchild I*1922318 Entity Type: N/A Name of OBA: O R F TOD BENEFICIARIES ON FILE Address: Saint Paul, Minnesota, 55116 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/16/2024 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-30 |
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