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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED | 2024-07-15 |
| MN | RA | APPROVED | 2024-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 10/2023 | Present |
| Hach - A Danaher Company | Loveland | CO | 05/2021 | 09/2023 |
| Equipment Depot - A Mitsubishi Company | Houston | TX | 08/2020 | 04/2021 |
| Exterran | Houston | TX | 09/2017 | 07/2020 |
| Pentair | Houston | TX | 01/2012 | 08/2017 |
| Bank Of America, N.A. | Minneapolis | MN | 03/2025 | Present |
I*2887280 Entity Type: N/A Name of OBA: W.T.B. III RVCBL TRUST Address: Minneapolis Minnesota Investment Related: No Position, Title, Association: Power of Attorney Start Date:09/17/2025 No Hours: 0.5 Monthly No Hours during trading:0 Duties: Power of Attorney for Parents I*4692277 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO P. A B. RRA FBO P. A B. Address: San Diego, California, 92130 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/11/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-26 |
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