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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 | 2009-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 06/2006 | Present |
| Bank Of America, N.A. | Wayzata | MN | 06/2011 | Present |
I*: 2239360 Entity Type: Charitable Name of OBA: CharitableBluebirds and Blooms Address: Edina, MN 55439 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/01/2025 Number of Hours: 25 hrs annually Number of Hours during trading: 0 Duties: Serve in board of advisors capacity Participate in making and supporting decisions on issues, policies and other board matters Participate in board meetings, committee meetings and special events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-16 |
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