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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-02-21 |
Branch Locations
350 N. Main Street Suite 106, Stillwater, MN 55082-7055 • United States
Stillwater, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | St. Paul | MN | 09/2007 | 02/2017 |
| Bank Of America Na | Saint Paul | MN | 01/2011 | 02/2017 |
| Rbc Capital Markets, Llc | Stillwater | MN | 02/2017 | Present |
NAME OF ENTITY Angel Foundation ADDRESS 1155 Centre Pointe Drive Suite 7 Mendota Heights MN 55120 NOT INVESTMENT RELATED BUSINESS DESCRIPTION Financial Cancer Care- Financial planning for families dealing with cancer CAPACITY Other/Not for profit START DATE 05/03/2021 DUTIES Angel Foundation will coordinate families for me to meet and financial plan with. There is a 6 hour training to help understand their needs HOURS DEVOTED PER MONTH 02 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-15 |
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