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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
| MN | RA | APPROVED | 2022-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | MN | 08/2022 | Present |
| Bank Of America N.A. | Duluth | MN | 10/2022 | Present |
I*965714 For profit or not for profit: Entity For Profit Name of outside business organization: WSJ Properties Investment related: N Address of business: Rice Lake, Wisconsin Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 8/26/2022 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Property Management I*972232 For profit or not for profit: Entity For Profit Name of outside business organization: WSJ Properties LLC Investment related: N Address of business: Rice Lake, Wisconsin Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 3/1/2020 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-21 |
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