Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-08-01
TX RA APPROVED 2022-08-01
  • MN RA
    APPROVED
    Since 2022-08-01
  • TX RA
    APPROVED
    Since 2022-08-01

Branch Locations

219 Main St N, Stillwater, MN 55082 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2017 08/2022
Sodexo Spencer IA 01/2015 01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stillwater MN 08/2022 Present
Bank Of America, N.A. Stillwater MN 09/2022 Present
Previous Registrations
  • 2017-06-09 → 2022-08-02
    Orleans, IA
    St Louis, MO
    Estherville, IA
    Orleans, IA
    St Louis, MO
    Estherville, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-14
  • S66 Uniform Combined State Law Examination
    2017-04-14
Other Names
  • Greta Ann Kallevang

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Stillwater, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor