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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-20 |
| WI | RA | APPROVED | 2014-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 01/2014 | Present |
| Bank Of America, N.A. | Madison | WI | 03/2014 | Present |
MY HUSBAND IS A FARMER AND SOLE PROPRIETOR OF HIS FARM. I AM REASPONSIBLE FOR SOME OF THE LOANS AND ASSIST HIM WITH VERY MINOR ITEMS. I DON'T SPEND MUCH TIME ON IT, BUT WHEN I DO IN PLANTING AND HARVEST TIME, IT IS USUALLY LESS THAN ONE HOUR A DAY IN MAY AND OCTOBER AFTER MY NORMAL WORK HOURS. I MAKE FOOD, DRIVE TRUCKS, AND PICK UP PARTS FOR BROKEN MACHINERY. I*2049286, Entity Type Fiduciary, Name of OBA: C M B TTEE U/A DTD 05/05/1993 BY C O F Address: Cross Plains, Wisconsin, 53528 Investment Related: Yes Position, Title, Association:Trustee Employee Start Date: 11-Oct-2024 No Hours: 3 weekly No Hours during trading:0 Duties: I*2109284, Entity Type For Profit, Name of OBA:C F Trust Address:Ridott,Illinois, 61067 Investment Related:N Position, Title, Association:Other Employee Start Date:11/29/2024 No Hours:10 No Hours during trading:0 Duties:Dad's trust account that owned farm land and due to his age (94) the land has been rented out since he was 65. He recently passed away and this now needs attention by me. I*2703269, Entity Type, Name of OBA:N F Address: RidottIllinois61067 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/21/2025 No Hours: 1 Monthly No Hours during trading: 0 Duties: I*2929340, Entity Type: , Name of OBA: Estate of C F- father, Address: Cross Plains, Wisconsin, 53528, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 01/02/2025, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-21 |
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