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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-30 |
| WI | RA | APPROVED | 2019-08-30 |
Branch Locations
8613 Us Hwy. 51 N, Minocqua, WI 54548 • United States
Manitowish Waters, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minocqua | WI | 10/2008 | 08/2019 |
| Bank Of America, N.A. | Minocqua | WI | 12/2009 | 08/2019 |
| Rbc Capital Markets, Llc. | Minocqua | WI | 08/2019 | Present |
| City National Bank | Minocqua | WI | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-29 |
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