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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-30 |
| WA | RA | APPROVED | 2007-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Everett | WA | 03/2007 | Present |
| Bank Of America, N.A. | Everett | WA | 07/2011 | Present |
I*2388263, Entity Type: Non profit, Name of OBA: Snohomish Chamber of Commerce Address: Snohomish WA 98291 Investment Related: No Position, Title, Association: Member Employee Start Date: 17-Apr-2025 No Hours: 2 monthly No Hours during trading: 2 monthly Duties: Community Partnership and Networking Group Chamber Member I*2396274, Entity Type: For Profit, Name of OBA: North Creek Commercial Glass LLC, Address: Bothell, Washington, 98021, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 05/01/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: My husband, J B, and I are opening a small commercial glass company. J will run the company and I will own it with him. I*4320266 Entity Type: Fiduciary role Name of OBA: J. B. Address: Bothell, Washington, 98021 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/09/2026 Number of Hours: 2, Yearly Number of Hours during trading: 2, Yearly Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
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