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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-26 |
| WA | RA | APPROVED | 2010-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner&Smith Inc,. | Eugene | OR | 12/2000 | Present |
| Merrill Lynch | Spokane | WA | 07/2010 | Present |
| Bank Of America,N.A. | Spokane | WA | 06/2011 | Present |
I*4422277 Entity Type: Charitable Name of OBA: Rotary - Club 21 Address: Spokane, Washington, 99209 Investment Related: No Position, Title, Association: Committee Employee Start Date: 04/16/2026 Number of Hours: 1.5, Weekly Number of Hours during trading: 1.5, Weekly Duties: Community Service Weekly lunches and community service projects likely quarterly
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-01 |
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