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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbl Financial Group | West Des Moines | IA | 02/2021 | 12/2024 |
| Stonhard | Maple Shade | NJ | 06/2014 | 02/2021 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 03/2021 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | MN | 01/2025 | Present |
| Bank Of America, N.A. | Rochester | MN | 02/2025 | Present |
I*: 2198303 Individual Not Investment Related Address: Rochester, MN Duties: Selling eggs; Position: Owner Start 9/1/2022 Hours devoted: 1 hours per month Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-22 |
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