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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-17 |
| MN | RA | APPROVED | 2019-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 01/2019 | Present |
| Deloitte Tax Llp | Minneapolis | MN | 07/2012 | 01/2019 |
| Bank Of America, N.A. | Wayzata | MN | 02/2019 | Present |
I*126098 For profit or not for profit: For-Profit Organization Name of outside business organization: Suburban Officals Association, Inc. Investment related: N Address of business: Eden Prairie, Minnesota 55347 Nature of business: Corporation, Position, title, association: Participant, Start date of relationship: 8/14/2019 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Officiating youth and high school football contests in the Minneapolis/St. Paul area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
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