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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-05 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Wayzata | MN | 06/2006 | Present |
| Bank Of America, N.A. | Wayzata | MN | 12/2022 | Present |
I*124945 For profit or not for profit: Non-Profit Organization Name of outside business organization: Minnetonka United Methodist Church Investment related: N Address of business: Minnetonka, Minnesota 55345 Nature of business: Other,This is at my Church. Position, title, association: Committee Member, Start date of relationship: 11/1/2019 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I will be a lead person in counting the weekly offering. I will not be an authorized individual on the bank account - but will be counting and depositing the money at the bank. This volunteer positions will not interfere with market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-02 |
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