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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-09-13 |
| MT | RA | APPROVED | 2004-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula | MT | 10/2003 | Present |
| Bank Of America, N.A. | Missoula | MT | 05/2011 | Present |
I*412599, Entity Type: For Profit, Name of OBA: Diesel LLC, Address: Missoula, MT 59808, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 01/05/2021, No Hours: 5, No Hours during trading: 0, Duties: LLC for house real estate I*3316279 Entity Type: Charitable Name of OBA: Missoula Downtown Foundation Address: Missoula, MT 59802 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/12/2026 Number of Hours: 3, Monthly Number of Hours during trading: 1, Monthly Duties: Organization exclusively for charitable and educational purposes of supporting and promoting activities such as the enhancement of the arts and culture, livability, economy, safety and infrastructure of the greater Downtown Missoula Area. Board Member / Master Plan Implementation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-05 |
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