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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-09-17 |
| TX | RA | APPROVED | 2021-09-17 |
Branch Locations
4949 Sw Meadows Road Suite 250, Lake Oswego, OR 97035 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Portland | OR | 06/2001 | 09/2021 |
| Bank Of America, Na | Portland | OR | 11/2009 | 09/2021 |
| Rbc Capital Markets, Llc | Lake Oswego | OR | 09/2021 | Present |
| City National Bank | Lake Oswego | OR | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-27 |
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