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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-28 |
| WA | RA | APPROVED | 2014-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bend | OR | 04/2014 | Present |
| Bank Of America N.A. | Bend | OR | 05/2014 | Present |
I*1771273 Entity Type: Fiduciary role Name of OBA: S. L. C. Address: Bend, Oregon, 97701 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/01/2024 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild I*1767286 Entity Type: Fiduciary role Name of OBA: S. C. Revocable Trust Address: Bend, Oregon, 97701 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/01/2024 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-06 |
| S66 | Uniform Combined State Law Examination | 2003-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
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