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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-18 |
| NC | RA | APPROVED | 2021-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Consultants, Inc | Minneapolis | MN | 04/2013 | 09/2020 |
| Minnesota Life Insurance Company | St Paul | MN | 04/2013 | 09/2020 |
| Securian Financial Services, Inc | St Paul | MN | 04/2013 | 09/2020 |
| Cri Securities, Llc | Minneapolis | MN | 04/2013 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 05/2021 | Present |
| Anytime Fitness | Youngsville | NC | 03/2020 | 03/2021 |
| Bank Of America, N.A. | Asheville | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-19 |
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