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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-04 |
| TX | RA | APPROVED_RES | 1986-11-20 |
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 | St Paul | MN | 11/1977 | Present |
| Bank Of America, Na | St Paul | MN | 12/2009 | Present |
(1)I*88158 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JAMES PORTER IRREVOCABLE TRUST INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ST PAUL, MINNESOTA 55127 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/7/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM TRUSTEE FOR MY BROTHER'S IRREVOCABLE LIFE INSURANCE TRUST. I WILL MAKE INSURANCE PREMIUM PAYMENTS ANNUALLY FROM GIFTS TO THE TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-24 |
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