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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hni Corporation | Muscatine | IA | 06/2019 | 07/2023 |
| Van Meter Inc | Davenport | IA | 05/2018 | 08/2018 |
| Full-Time Education | Ames | IA | 08/2016 | 05/2020 |
| Baird | Davenport | IA | 07/2023 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davenport | IA | 06/2026 | Present |
| Bank Of America, N.A. | Davenport | IA | 08/2026 | Present |
Name/Address: Camp Shalom / 6262 Caves Rd, Maquoketa, IA 52060 Start Date: 1/1/2022 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board member overseeing a non-profit camp. Responsible for providing sound advice on managing the business. Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-11 |
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