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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-14 |
| MN | RA | APPROVED | 2022-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank Ssb | St. Paul | MN | 10/2008 | 11/2022 |
| Charles Schwab & Co, Inc | St. Paul | MN | 10/2008 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater | MN | 12/2022 | Present |
| Bank Of America, N.A. | Stillwater | MN | 01/2023 | Present |
Rental Property | Not Investment Related | 621 35th Hastings, MN | Real Estate (Non-Agent/Broker) | Owner | Start date of 04.08.2019| For Less than 20 hours per month, none during trading hours | I am the landlord/owner of a rental home I rent out to a family member. I*1103252 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: hastings, Minnesota Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/7/2022 Number of hours devoted: 3 hour(s) Yearly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-27 |
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