William D Helgeson

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-06
MN	RA	APPROVED	2022-01-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Minneapolis	MN	09/2021	Present
General Code Cms, Llc	Minneapolis	MN	09/2019	09/2021
Unemployed	Minneapolis	MN	05/2019	09/2019
Minokaw Technologies	Minneapolis	MN	10/2017	05/2019
Unemployed	Minneapolis	MN	08/2017	10/2017
Risdall Marketing Group	Roseville	MN	08/2012	08/2017
Uber	Minneapolis	MN	06/2019	08/2019
Lyft	Minneapolis	MN	06/2019	08/2019
Bank Of America, N.A.	Minneapolis	MN	10/2021	Present

09/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Minneapolis, MN
09/2019 → 09/2021

General Code Cms, Llc

Minneapolis, MN
05/2019 → 09/2019

Unemployed

Minneapolis, MN
10/2017 → 05/2019

Minokaw Technologies

Minneapolis, MN
08/2017 → 10/2017

Unemployed

Minneapolis, MN
08/2012 → 08/2017

Risdall Marketing Group

Roseville, MN
06/2019 → 08/2019

Uber

Minneapolis, MN
06/2019 → 08/2019

Lyft

Minneapolis, MN
10/2021 → Present

Bank Of America, N.A.

Minneapolis, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-30

Other Firms