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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-20 |
| OK | RA | APPROVED | 2023-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Chaska | MN | 02/2022 | 01/2023 |
| Wells Fargo Bank, Na | Chaska | MN | 01/2022 | 01/2023 |
| Bank Of America | Eagan | MN | 04/2016 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 02/2023 | Present |
| Bank Of America, N.A. | Oklahoma City | OK | 04/2025 | Present |
I*1180266, Entity Type: Entity For Profit, Name of OBA: Rental Property 1, Address: Chaska, Minnesota 55318, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 01/15/2023, No Hours: 1, No Hours during trading: 0, Duties: Owner of Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
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