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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-01 |
| MO | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MO | 08/2022 | Present |
| Bankers Life And Casualty | Springfield | MO | 03/2021 | 08/2022 |
| Northwestern Mutual | Springfield | MO | 11/2020 | 03/2021 |
| Nobaked Cookie Dough | Springfield | MO | 06/2020 | 11/2020 |
| T-Mobile Usa | Springfield | MO | 05/2007 | 09/2020 |
| Bank Of America N.A. | Springfield | MO | 05/2024 | Present |
I*: 2624278Entity Type: Fiduciary roleName of OBA: B.W.Address: Springfield, Missouri, 65802Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 5/15/2025Number of Hours: 8 hrs wklyNumber of Hours during trading: 0 Duties: Power of Attorney/Parent I*3510278, Entity Type Not for profit, Name of OBA: Fitness4UAddress: SpringfieldMissouri65810 Investment Related: No Position, Title, Association: No position or title Employee Start Date: 01/14/2026No Hours: 2 weekly No Hours during trading:0 Duties: Make a social media post on Facebook 1-2 times per week about going to the gym, Brand Ambassador for the gym I attend in exchange for unlimited classes for 3 months
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-10 |
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