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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-05-06 |
| MT | RA | APPROVED | 2008-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 04/2008 | Present |
| Bank Of America, Na | Billings | MT | 09/2009 | Present |
I*1202260 Entity Type: Church or Religious Organization Name of outside business organization: Elks Lodge 394 Investment related: No Address of business: Billings, Montana, 59102 Position, title, association: Committee, Board Member, Other Start date of relationship: 4/3/2023 Number of hours devoted: 4 hrs Monthly Number of hours devoted during trading hours: 0 Duties: Board Member & Loyal Knight
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-10 |
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