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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-04 |
| MN | RA | APPROVED | 2013-11-04 |
| TX | RA | APPROVED_RES | 2001-01-11 |
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 | 06/1998 | Present |
| Bank Of America, N.A | Minneapolis | MN | 12/2012 | Present |
I*4363268, Entity Type: , Name of OBA: C F, Address: Hugo, Minnesota, 55038, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/08/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*4364267, Entity Type: , Name of OBA: MLPF& S CUST FPO C F RRA FBO C F , Address: Hugo, Minnesota, 55038, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/08/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*4520267, Entity Type: , Name of OBA: S J F TTEE S C F TTEE U/A DTD 04/02/2026 , Address: Duluth , Minnesota, 55811, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 05/05/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
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