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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-11 |
| MN | RA | APPROVED | 2021-11-08 |
Branch Locations
30 E 7Th St, Saint Paul, MN 55101 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Saint Paul | MN | 03/2016 | 03/2021 |
| U.S. Bancorp Investments, Inc. | Saint Paul | MN | 10/2019 | 03/2021 |
| Merrill Lynch | Saint Paul | MN | 03/2021 | Present |
| Minnesota State University | Moorhead | MN | 08/2014 | 12/2017 |
I*2021315, Entity Type Fiduciary, Name of OBA: WL, SL Address: Mounds View, Minnesota, 55112 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date:Jun 03-2024 No Hours: 1 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-17 |
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