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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-17 |
| MT | RA | APPROVED | 2017-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula | MT | 09/2016 | Present |
| University Of Montana | Missoula | MT | 01/2014 | 09/2016 |
| Adventure Sun Valley | Salmon | ID | 05/2016 | 09/2016 |
| Bank Of America, N.A. | Missoula | MT | 12/2016 | Present |
I*2217293, Entity Type: , Name of OBA: Spirt at Play Early Childhood Program, Address: Missoula, Montana, 59801, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/25/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Governess I*3097275, Entity Type: , Name of OBA: C S Estate, Address: Missoula, Montana, 59801, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 10/28/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-21 |
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