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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-11-06 |
| TX | RA | APPROVED_RES | 2014-06-16 |
| MN | RA | APPROVED | 2014-06-13 |
Branch Locations
142 Baker Ave, Whitefish, MT 59937 • United States
80 S 8Th St, Minneapolis, MN 55402 • United States
Columbia Falls, MT • United States
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 | Minneapolis | MN | 06/2014 | Present |
| Bank Of America, N.A. | Minneapolis | MN | 07/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-23 |
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