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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-24 |
| WA | RA | APPROVED | 2016-02-17 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington | Seattle | WA | 09/2008 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 02/2016 | Present |
| Bank Of America, N.A. | Bellvue | WA | 05/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-12 |
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