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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-21 |
| MN | RA | APPROVED | 2013-11-04 |
| TX | RA | APPROVED_RES | 2001-01-04 |
Branch Locations
315 Lake St E, Wayzata, MN 55391 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mpls | MN | 02/1999 | Present |
| Bank Of America,Na | Wayzata | MA | 12/2009 | Present |
I*117534 For profit or not for profit: For-Profit Organization Name of outside business organization: Chelca, LLC Investment related: N Address of business: Deephaven, Minnesota 55331 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 9/1/2003 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC was originally to hold a couple's 2nd home in Naples but that home is now only in one of their names name for estate planning purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-12 |
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