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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-02 |
| WI | RA | APPROVED | 2022-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire | WI | 03/2015 | 02/2018 |
| Bank Of America/Merrill Lynch | Eau Claire | WI | 03/2018 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | Eau Claire | WI | 02/2021 | 12/2022 |
| Raymond James Financial Services, Inc. | Eau Claire | WI | 02/2021 | 12/2022 |
| Bremer Bank | Eau Claire | WI | 02/2021 | 12/2022 |
| Bremer Investments | Eau Claire | WI | 02/2021 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire | WI | 12/2022 | Present |
| Bank Of America, N.A. | Eau Claire | WI | 12/2022 | Present |
I*5111269 Entity Type: Name of OBA: Altoona School District Address: Altoona, Wisconsin, 54720 Investment Related: No Position, Title, Association: Employee Start Date: 11/23/2026 Number of Hours: 7.5, Weekly Number of Hours during trading: 0, Weekly Duties: School District. Middle school co-oped with private catholic school for the Regis Altoona Wrestling program. I am coaching middle school wrestling, grades 6th to 8th. I*1515336 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Portland, Oregon, 97239, United States Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 10/9/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
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