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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 | 2007-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Minneapolis | MN | 12/2001 | Present |
| Bank Of America, N.A. | Minneapolis | MN | 05/2011 | Present |
I*137101 For profit or not for profit: For-Profit Organization Name of outside business organization: Lin-Mar Properties, LLC Investment related: Y Address of business: La Pointe, Wisconsin 54850 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 3/31/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My husband and his friend owned a cabin on Madeline Island under an LLC and we decided to buy his friend out of the property and own the cabin as a family still under the title of the LLC. We rent it out about 2.5-3 months per year. I*138278 For profit or not for profit: For-Profit Organization Name of outside business organization: Licking Bee, LLC Investment related: N Address of business: Rochester, Minnesota 55904 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 4/30/2021 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Hunting land and Farm land in Rochester MN I*138275 For profit or not for profit: For-Profit Organization Name of outside business organization: The St. Paul Cabin, LLC Investment related: N Address of business: St. Paul, Minnesota 55102 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 4/30/2021 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is a rental home my husband and I own in St. Paul, MN and we got the home put into an LLC. I*: 2032298 Entity LLC Name of OBA: Joe Lind Consulting, LLC Address: Saint Paul, Minnesota Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/2024 Number of Hours: 1 hr annaully Number of Hours during trading: 0 Duties: This is a LLC for consulting business for her husband where here role is strictly administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-26 |
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