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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2015-03-09 |
| TX | RA | APPROVED | 2015-02-27 |
Branch Locations
1 disclosure category 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, Inc. | Fargo | ND | 04/2014 | Present |
| Bank Of America N.A. | Fargo | ND | 03/2020 | Present |
I*8443 For profit or not for profit: Name of outside business organization: AND BETHANY HALVORSON Investment related: Address of business: WEST FARGO, North Dakota 58078 Nature of business: , Position, title, association: , Start date of relationship: 6/1/2018 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-18 |
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