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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
| ND | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fargo | ND | 02/2022 | Present |
| The Salvation Army | Fargo | ND | 05/2019 | 01/2022 |
| Dakota Micro, Inc. | Fargo | ND | 03/2010 | 05/2019 |
I*5400268, Entity Type: , Name of OBA: J B AND V B JTWROS TOD BENEFICIARIES ON FILE , Address: Fargo, North Dakota, 58104, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/14/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5400271, Entity Type: , Name of OBA: J B AND V B JTWROS TOD BENEFICIARIES ON FILE , Address: Fargo, North Dakota, 58104, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/14/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
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