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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-23 |
| TX | RA | APPROVED_RES | 2011-05-06 |
| WI | RA | APPROVED | 1995-02-02 |
Branch Locations
833 E Michigan St, Milwaukee, WI 53202 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mequon | WI | 06/1986 | Present |
| Bank Of America,N.A. | Mequon | WI | 06/2011 | Present |
I*4289265, Entity Type: , Name of OBA: K K G IRA, Address: Shorewood, Wisconsin, 53211, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/13/2020, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*5451269, Entity Type: , Name of OBA: A J G TTEE T G TTEE U/A DTD 11/12/1999 , Address: Whitefish Bay, Wisconsin, 53217, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 08/11/2026, No Hours: 3 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-24 |
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