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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-07 |
| WI | RA | APPROVED | 2024-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Milwaukee | WI | 01/2021 | 10/2024 |
| Wells Fargo Bank, Na | Milwaukee | WI | 01/2021 | 10/2024 |
| Purdue University Global | Milwaukee | WI | 01/2010 | 07/2019 |
| Zywave | Milwaukee | WI | 09/2019 | 10/2020 |
| Unemployed | Milwaukee | WI | 07/2020 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milwaukee | WI | 09/2024 | Present |
| Bank Of America, N.A. | Milwaukee | WI | 10/2024 | Present |
I*3103270 Entity Type: Charitable Name of OBA: Walkers Point Association Address: Milwaukee, Wisconsin, 53204 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/01/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: WPA serves as a connecting point for the neighborhood. They influence development that honors the history and that aligns with the envisioned spirit of Walker's Point. I would be one of 12 board members responsible for the planning and execution of initiatives in Walker's Point. Also I would help coordinate monthly community gatherings, monthly business partner meet-ups, and any other initiative that supports the growth of the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-07 |
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