Casey W Haldis

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-16
WA	RA	APPROVED	2023-10-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Seattle	WA	07/2023	Present
Fargo Parks District	Fargo	ND	06/2016	07/2023
Davies High School	Fargo	ND	08/2014	06/2019
Concordia College	Moorhead	MN	08/2019	05/2023
University Of Minnesota	Minneapolis	MN	08/2020	12/2020
'SAnford Health	Fargo	ND	05/2019	04/2021
'HB Sound And Light	Fargo	ND	06/2017	06/2017
'B Of A	Seattle	WA	06/2022	08/2022
Bank Of America, N.A.	Seattle	WA	09/2023	Present

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seattle, WA
06/2016 → 07/2023

Fargo Parks District

Fargo, ND
08/2014 → 06/2019

Davies High School

Fargo, ND
08/2019 → 05/2023

Concordia College

Moorhead, MN
08/2020 → 12/2020

University Of Minnesota

Minneapolis, MN
05/2019 → 04/2021

'SAnford Health

Fargo, ND
06/2017 → 06/2017

'HB Sound And Light

Fargo, ND
06/2022 → 08/2022

'B Of A

Seattle, WA
09/2023 → Present

Bank Of America, N.A.

Seattle, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-20

Other Firms