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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-10-18
WI RA APPROVED 2000-08-18
  • TX RA
    APPROVED_RES
    Since 2012-10-18
  • WI RA
    APPROVED
    Since 2000-08-18

Branch Locations

3508 Oakwood Mall Dr, Eau Claire, WI 54701 • United States

Eleva, WI • United States

Holcombe, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Eau Claire WI 08/2000 Present
Bank Of America,N.A. Eau Claire WI 06/2011 Present
Other Businesses

I*26306 For profit or not for profit: For-Profit Organization Name of outside business organization: CREATIVE INVESTMENTS Investment related: N Address of business: Ladysmith, Wisconsin 54848 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 4/1/1990 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: LIMITED PARTNER PROVIDE INPUT WHEN DECISIONS NEED TO BE MADE I*96186 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TURSTEE INVESTMENT RELATED: N ADDRESS OF BUSINESS: ELEVA, WISCONSIN 54738 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 1/19/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: ASSET MANAGEMENT AND TO RAISE MONEY AS NEEDED TO PAY FOR SKILLED NURSING FACILITY I*1936283, Entity Type Entity For Profit, Name of OBA: BDYZNBRGR, LLC Address: Eleva Wisconsin 54738 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/26/2024 No Hours: 10 yearly No Hours during trading: 0 Duties: Brother and I are building a garage for personal storage and the ownership will be the newly created LLC. Duties is just general maintenance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-30
S63 Uniform Securities Agent State Law Examination 1995-03-02
  • S66 Uniform Combined State Law Examination
    2006-06-30
  • S63 Uniform Securities Agent State Law Examination
    1995-03-02
Other Names
  • Robert Daniel Weisenberger

View on SEC IAPD

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