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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-17 |
| MN | RA | APPROVED | 2024-01-02 |
Branch Locations
315 Lake St E, Wayzata, MN 55391 • United States
219 Main St N, Stillwater, MN 55082 • United States
1 disclosure category 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 | Minneapolis | MN | 02/2023 | Present |
| Bank Of America | Minneapolis | MN | 03/2016 | 06/2021 |
| Merrill Lynch | Minneapolis | MN | 07/2021 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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