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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-15 |
| WA | RA | APPROVED | 2020-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F1 Consultancy Llc | Bellevue | WA | 12/2016 | 01/2017 |
| Unemployed | Kirkland | WA | 02/2017 | 08/2017 |
| Unemployed | Kirkland | WA | 07/2016 | 11/2016 |
| Voya Financial Advisors, Inc. | Bellevue | WA | 08/2017 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Redmond | WA | 04/2020 | Present |
| Bank Of America, N.A. | Redmond | WA | 04/2020 | Present |
I*131080 For profit or not for profit: For-Profit Organization Name of outside business organization: BARSTONE PARTNERS, LTD. Investment related: Yes Address of business: WINTER PARK, Florida 32789 Nature of business: Limited Partnership Position, title, association: Limited Partner Start date of relationship: 11/3/2014 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: SOLE PURPOSE OF ACQUIRING, MANAGING AND HOLDING FOR INVESTMENT AND RESALE, A 144-UNIT APARTMENT COMPLEX IN DOTHAN, ALABAMA I*131079 For profit or not for profit: For-Profit Organization Name of outside business organization: MOULTRIE PARTNERS, LTD. Investment related: Yes Address of business: WINTER PARK, Florida 32789 Nature of business: Limited Partnership Position, title, association: Limited Partner Start date of relationship: 11/1/2011 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: SOLE PURPOSE OF ACQUIRING, MANAGING AND HOLDING FOR INVESTMENT AND RESLE, REAL PROPERTY AND IMPROVEMENTS (APARTMENT COMPLEX) IN ST. JOHNS COUNTY, FLORIDA. I AM A MINORITY INVESTORY/OWNER OF AN LLP BASED OUT OF FLORIDA. REAL ESTATE BASED - BOUGH APART I*2151259, Entity Type: Fiduciary, Name of OBA: KM Irrevocable Trust, Address: Kirkland, Washington, 98034, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 31-Dec-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-28 |
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