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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-13 |
| MN | RA | APPROVED | 2013-11-01 |
| TX | RA | APPROVED_RES | 2008-11-28 |
Branch Locations
8300 Norman Center Dr, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 11/2008 | Present |
| Bank Of America, N.A. | Wayzata | MN | 09/2009 | Present |
I*806235 For profit or not for profit: Entity Charitable Name of outside business organization: Visitation School Investment related: N Address of business: Mendota Heights, Minnesota, 55120 Nature of business: ["School, College or University"] Position, title, association: ["Employee"], Start date of relationship: 4/5/2022 Number of hours devoted: 15 hour(s) Weekly Number of hours devoted during trading hours: 1.5 Duties: , Assistant Golf Coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-04 |
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