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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| MN | RA | APPROVED | 2022-12-05 |
Branch Locations
8300 Norman Center Dr, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 04/2014 | 01/2017 |
| Bank Of America, N.A. | Bloomington | MN | 09/2014 | 01/2017 |
| Ameriprise Financial Services Inc | Edina | MN | 01/2017 | 04/2017 |
| Minnesota Bank And Trust | Edina | MN | 05/2017 | 12/2022 |
| Lpl Financial Llc | Edina | MN | 11/2017 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 12/2022 | Present |
| Bank Of America, N.A. | Bloomington | MN | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
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