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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-13 |
| MN | RA | APPROVED | 2023-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Shakopee | MN | 01/2021 | 06/2023 |
| Wells Fargo Bank, Na | Shakopee | MN | 01/2021 | 06/2023 |
| Insperity | Bloomington | MN | 10/2017 | 06/2020 |
| Automated Data Processing | Bloomington | MN | 01/2016 | 10/2017 |
| Unemployed | Minneapolis | MN | 06/2020 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 06/2023 | Present |
| Bank Of America, N.A. | Wayzata | MN | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-22 |
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