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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-04-20 |
| TX | RA | APPROVED_RES | 2010-03-08 |
| WA | RA | APPROVED | 2009-12-11 |
Branch Locations
10400 Ne 4Th St, Bellevue, WA 98004 • United States
Sun Valley, ID • United States
Sun Valley, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Bellevue | WA | 11/2009 | Present |
| Bank Of America, N.A. | Bellevue | WA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-06 |
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