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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-04 |
| TX | RA | APPROVED_RES | 1995-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | MN | 08/1985 | Present |
| Bank Of America, N.A. | Duluth | MN | 06/2011 | Present |
PARTNERSHIP IN RESIDENTIAL RENTAL PROPERTY; I*47922 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JOINT PROPERTY WITH SPOUSE INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DULUTH, MINNESOTA 55803 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/2/2009 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY WIFE AND I OWN RAW ACREAGE CONTINGENT WITH OUR HOMESTEAD. WE SIMPLY SOLD SOME OF THE STUMPAGE TO A LOGGER-MCCABE. I*342473 Name of OBA:heritage ranch llc Address:wnner, South Dakota Investment Related: No Position, Title, Association:Officer Employee Start Date:11/28/2023 No Hours:0 No Hours during trading:0 Duties: farm -ag-hunting preserve:president
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-23 |
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