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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| SD | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sioux Falls | SD | 01/2020 | 04/2021 |
| Great Western Bank | Sioux Falls | SD | 06/2018 | 01/2020 |
| First Premier Bank | Sioux Falls | SD | 05/2017 | 05/2018 |
| Ness Tax And Bookkeeping | Sioux Falls | SD | 02/2017 | 04/2018 |
| Augustana University Computer Help Desk | Sioux Falls | SD | 09/2014 | 06/2018 |
| Augustana University | Sioux Falls | SD | 09/2014 | 05/2018 |
| Bank Of America, N.A. | Sioux Falls | SD | 02/2020 | 04/2021 |
| Thrivent Investment Management Inc | Sioux Falls | SD | 04/2021 | 10/2022 |
| Thrivent Financial | Appleton | WI | 05/2021 | 07/2021 |
| Thrivent Financial | Appleton | WI | 07/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sioux Falls | SD | 10/2022 | Present |
| Bank Of America, N.A. | Sioux Falls | SD | 11/2022 | Present |
Name of the other businessK-Photography Whether the business is investment-relatedNo Address of the other business1024 W 15th St. Sioux Falls, SD 57104 Nature of the other businessPhotography Your positionPart time assistant. Title, or relationship with the other businessN/A Start date of your relationship05/2018 Approximate number of hours/month you devote to the other businessLess than 1 hour Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI will sometimes help out at weddings if they are over a weekend. I*: 1965278 Entity Type: Charitable Name of OBA: Trinity Lodge #200 Masonic Lodge Address: Sioux Falls, SD 57104 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/03/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Support the chair of the lodge in organizing events, helping to run regular and special meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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