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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1995-02-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 03/1976 | Present |
| Bank Of America, N.A. | Madison | WI | 07/2011 | Present |
I*88865FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ELIZABETH K JOHNSONINVESTMENT RELATED: YADDRESS OF BUSINESS:MADISON, WISCONSIN 53704NATURE OF BUSINESS: OTHER, CLIENT IS HIS SPOUSEPOSITION, TITLE, ASSOCIATION: OTHER, POWER OF ATTORNEYSTART DATE OF RELATIONSHIP: 8/7/2015NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: PURCHASES AND SALES, WITHDRAWAL OF FUNDS, CHECK WRITING, GIFTING TO THIRD PARTIES I*: 2048321Entity Type: LLC Name of OBA: Maggie Family Home LLC Address: Madison, WI Investment Related: No Position, Title, Association: Owner of GST Employee Start Date: 03/2024 Number of Hours: 0Number of Hours during trading: 0 Duties: GST created an LLC I*: 2048320Entity Type: Entity for Profit Name of OBA: Alex Family Home LLC Address: Washington, DC Investment Related: No Position, Title, Association: Owner Employee Start Date:03/12/2024Number of Hours: 0Number of Hours during trading: 0 Duties: None. I bought houses My children pay everything to maintain home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-21 |
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