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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-08 |
| ND | RA | APPROVED | 2003-02-19 |
Branch Locations
51 Broadway N, Fargo, ND 58102 • United States
Fargo, ND • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | St Cloud | MN | 05/1999 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Cloud | MN | 05/1999 | Present |
| Bank Of America,Na | Fargo | ND | 11/2009 | Present |
I*7750 For profit or not for profit: Name of outside business organization: Crestwood Condo Investment related: Address of business: Snowmass Village, Colorado 81615 Nature of business: , Position, title, association: , Start date of relationship: 2/27/2019 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*2133274, Entity Type: Fiduciary, Name of OBA: B and J E Trust dtd 8/24/2020, Address: Crosslake, Minnesota, 56442, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 20-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2131316, Entity Type: Fiduciary, Name of OBA: J B E Trust, Address: Crosslake, Minnesota, 56442, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 20-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-31 |
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