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2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-09 |
Branch Locations
120 Broadway Ave S, Wayzata, MN 55391 • United States
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Summit | NJ | 09/2015 | 10/2025 |
| Bank Of America, N.A. | Summit | NJ | 09/2015 | 10/2025 |
| Summit Trail Advisors, Llc | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-10 |
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