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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-31 |
| MT | RA | APPROVED | 2021-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 02/2021 | Present |
| Dowl | Billings | MT | 06/2015 | 02/2021 |
| Bank Of America, N.A. | Billings | MT | 03/2021 | Present |
I*2212287, Entity Type: , Name of OBA: E Z, Address: Billings, Montana, 59106, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 21-Feb-2025, No Hours: 0.5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-14 |
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