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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED | 2020-01-17 |
| MN | RA | APPROVED | 2019-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2016 | 12/2016 |
| Northwestern Mutual Investment Services Llc | Mendota Hts | MN | 05/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater | MN | 09/2018 | Present |
| Minnesota State University | Mankato | MN | 08/2014 | 05/2018 |
| Student Travel | Stillwater | MN | 05/2018 | 09/2018 |
| Shoreline Growth Partners | Mankato | MN | 12/2016 | 05/2017 |
| Bank Of America, N.A. | Stillwater | MN | 10/2018 | Present |
I*3028268 Entity Type: N/A Name of OBA: L.B. Trust Address:White Bear Lake Minnesota Investment Related:No Position, Title, Association:Executor Start Date:10/17/2025 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties:Executor for Grand Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-09 |
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