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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-28 |
| TX | RA | APPROVED_RES | 2019-02-28 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milwaukee | WI | 11/2018 | Present |
| Merrill Lynch | Washington | DC | 04/2016 | 12/2017 |
| Unemployed | Milwaukee | WI | 12/2017 | 11/2018 |
| Bank Of America, N.A. | Milwaukee | WI | 11/2018 | Present |
I*954345For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Milwaukee, Wisconsin, 53211Nature of business: Position, title, association: Sole owner, Start date of relationship: 8/12/2022Number of hours devoted: 0 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Status: APPRVDI*1131260For profit or not for profit: Name of outside business organization: Mission Pawssible IncInvestment related: NAddress of business: Milwaukee, Wisconsin, 53211Nature of business: Position, title, association: Administrator, Start date of relationship: 12/30/2022Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 1Duties: , I*1916325 Entity for Profit Name of OBA: Rental Property 2 Address: Milwaukee, Wisconsin, 53211 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/01/2024 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-23 |
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