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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-13 |
| MT | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Billings | MT | 08/2022 | Present |
| True North Financial | Billings | MT | 07/2018 | 07/2022 |
| Ebms | Billings | MT | 05/2014 | 07/2018 |
I*: 2240274 Entity Type: HOA Name of OBA: Cherry Creek II HOA Address: Billings, MT 59102 Investment Related: No Position, Title, Association: Board member Employee Start Date: 4/1/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: A Board member of the Homeowners Association I currently own a home in. I will be responsible for maintaining accurate records of all board meetings, including agendas and minutes and keeping residents informed about HOA matters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-06 |
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