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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-05 |
| CA | RA | APPROVED | 2009-10-23 |
| NV | RA | APPROVED | 2009-10-23 |
| WA | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A | Bellevue | WA | 04/2006 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2009 | Present |
I*1637261 Name of OBA: Pacific North West Mental Health, PLLC Address: Seattle, Washington Investment Related: No Position, Title, Association: Other Employee Start Date:03/01/2024 No Hours: weekly No Hours during trading:0 Duties: The entity is setup for my wife's psychiatric private practice business. I am Manager of the entity so I can help pay bills for her and transfer money when needed via online banking. She is the only Member and owner of the business. I*: 1981279 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Burbank, WA Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/30/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-02 |
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