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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
| MT | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 02/2024 | Present |
| Wipfli Llp | Billings | MT | 10/2021 | 02/2024 |
| Valley Credit Union | Billings | MT | 02/2019 | 10/2021 |
| Mackenzie River Pizza Co | Billings | MT | 04/2018 | 06/2019 |
| Synergy Home Care | Billings | MT | 04/2016 | 08/2018 |
| Rainbow Property Management | Billings | MT | 01/2019 | 05/2019 |
| Rocky Mountain College | Billings | MT | 08/2015 | 05/2019 |
I* 1728284 Name of the other business: Love and SONshine Ministries Whether the business is investment-related: No Address of the other business: Billings, Montana, 59101 Nature of the other business: Love and SONshine Ministries provides a safe haven in Billings, MT for pregnant teens and young moms in need. Your position: Board Member Title, or relationship with the other business: Director Start date of your relationship: 1/20/2021 Approximate number of hours/month you devote to the other business: 7-10 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: As a member of the Board of Directors, my responsibilities include focusing on the high-level strategy, oversight, and accountability of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-07 |
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