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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-11 |
| WI | RA | APPROVED | 2018-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | Milwaukee | WI | 05/2018 | Present |
| Milwaukee Symphony Orchestra | Milwaukee | WI | 03/2012 | 05/2018 |
| Bank Of America, N.A. | Milwaukee | WI | 08/2018 | Present |
I*119934 For profit or not for profit: For-Profit Organization Name of outside business organization: R. W & E. J H. & Assoc LLC Investment related: No Address of business: Milwaukee, Wisconsin 53202 Nature of business: LLC Position, title, association: Family Held, Start date of relationship: 1/7/2019 Number of hours devoted: 5 hours Monthly Number of hours devoted during trading hours: 0 Duties: Trustee I*: 2469283 Entity Type: Fiduciary role Name of OBA: M. R T. Address: Shorewood, WI 53211 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/15/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney for child I*: 2466270 Entity Type: Fiduciary role Name of OBA: M. T. Address: Shorewood, WI 53211 Investment Related: No Position, Title, Association: POA for child Employee Start Date: 05/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Entity is my son and I will act as POA on his behalf.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-01 |
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