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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P.MOrgan Securities Inc. | Seattle | WA | 10/2008 | 06/2020 |
| Jpmorgan Chase Bank | Seattle | WA | 09/2008 | 06/2020 |
| Citi Private Bank | Seattle | WA | 06/2020 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
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