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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
| MO | RA | APPROVED | 2022-10-17 |
Branch Locations
1630 E Bradford Pkwy, Springfield, MO 65804 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Springfield | MO | 01/2021 | 08/2022 |
| Sweetshoe Llc Dba Millwood Golf & Racquet Club | Springfield | MO | 10/2012 | 12/2020 |
| Oreilly Automotive | Springfield | MO | 03/2019 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MO | 09/2022 | Present |
| Bank Of America N.A. | Springfield | MO | 10/2022 | Present |
I*3198293, Entity Type: Entity Charitable, Name of OBA: Springfield Sertoma Club, Address: Springfield, Missouri, 65804, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 01/01/2026, No Hours: 25 Yearly, No Hours during Trading: 0, Duties: Chair the wingapalooza committee, a wing preparation and sauce contest operating as a fundraiser for children's charities. Duties will be administrative in nature including planning, coordination, organizing volunteers, and executing the event. Raise money for children's charities in Springfield, MO area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
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