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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-13 |
| UT | RA | APPROVED | 2022-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proulx-Dunford | Salem | OR | 10/2014 | 06/2019 |
| Edward Jones | Saint Louis | MO | 09/2019 | 10/2022 |
| Independent Financial Group / Pinnacle Financial | Lake Oswego | OR | 05/2018 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint George | UT | 10/2022 | Present |
| Bank Of America N.A. | Saint George | UT | 10/2022 | Present |
I*1276273 For profit or not for profit: Entity For Profit Name of outside business organization: A&N Investments, LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/1/2024 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , The nature and purpose of A&N Investments, LLC is to hold investment property when acquired. There are not currently any investment properties; however, when opportunities arise to purchase them, we will do so within this entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-26 |
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