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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-04-21 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 06/2020 | Present |
| High Point University | High Point | NC | 08/2016 | 05/2020 |
| M&T Bank | Getzville | NY | 06/2017 | 08/2017 |
| Eviction Support Services | Freehold | NJ | 05/2018 | 08/2018 |
| Max's Bar And Grill | Long Branch | NJ | 05/2019 | 08/2019 |
| Unemployed | West Long Branch | NJ | 05/2020 | 06/2020 |
| National Field Network Now Llc | Freehold | NJ | 05/2018 | 05/2018 |
| Bank Of America, N.A. | Hunt Valley | MD | 08/2021 | 02/2023 |
| Wells Fargo Advisors Financial Network, Llc | Bozeman | MT | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-18 |
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