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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| WI | RA | APPROVED | 2000-08-18 |
Branch Locations
3508 Oakwood Mall Dr, Eau Claire, WI 54701 • United States
Eleva, WI • United States
Holcombe, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire | WI | 08/2000 | Present |
| Bank Of America,N.A. | Eau Claire | WI | 06/2011 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-02 |
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