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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-18 |
| WI | RA | APPROVED | 2018-09-21 |
Branch Locations
2600 Browns Lake Dr, Burlington, WI 53105 • United States
N19 W24400 Riverwood Dr, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Milwaukee | WI | 03/2016 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waukesha | WI | 09/2018 | Present |
| Bank Of America, N.A. | Waukesha | WI | 10/2018 | Present |
I*2163276, Entity Type: , Name of OBA: M Jo, Address: Mukwonago, Wisconsin, 53149, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05/19/2023 , No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*1526283, Entity Type: Entity Charitable, Name of OBA: Burlington Kiwanis Club, Address: Burlington, Wisconsin, 53105, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 03/04/2024, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Help organize and run fundraisers that use the proceeds to benefit the youth in the Burlington community. Kids need adults who care. That¿s why people join Kiwanis clubs. They¿re local groups of like-minded volunteers who make a difference. Friends. Neighbors. Anyone who loves serving together to change children¿s lives. In fact, Kiwanians are part of a global network of clubs and members who partner with each other and with organizations whose missions align with ours. All around the world ¿ and in communities like yours ¿ Kiwanis International is serving the kids who need us most.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-30 |
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