Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-07-01
WA RA APPROVED 1997-03-04
  • TX RA
    APPROVED_RES
    Since 2015-07-01
  • WA RA
    APPROVED
    Since 1997-03-04

Branch Locations

601 W Riverside Ave Pbig - Spokane Private Wealth, Spokane, WA 99201 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 01/1996 Present
Bank Of America, N.A. Spokane WA 12/2009 Present
Other Businesses

I*46137FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: J & C WINDSONG LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:SPOKANE, WASHINGTON 99223NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 10/18/2011NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RECENTLY MOVED OUT OF THIS RESIDENCE AND NOW AM RENTING IT OUTI*93895For profit or not for profit: For-Profit OrganizationName of outside business organization: Jason KirkpatrickInvestment related: YAddress of business: spokane, Washington 99223Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 5/1/2015Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: rental house. single family residenceI*93913For profit or not for profit: For-Profit OrganizationName of outside business organization: Jason KirkpatrickInvestment related: YAddress of business: spokane, Washington 99203Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 8/19/2015Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: residential rental. single family dwellingI*93916For profit or not for profit: For-Profit OrganizationName of outside business organization: jason kirkpatrickInvestment related: YAddress of business:Spokane, Washington 99203Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 10/8/2015Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: residential rental. single family dwelling.I*94800FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BOYS AND GIRLS CLUBS OF SPOKANE COUNTYINVESTMENT RELATED: NADDRESS OF BUSINESS: 544 E PROVIDENCE AVE, SPOKANE, WASHINGTON 99207NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 6/8/2016NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 12DUTIES: PROVIDE KIDS A SAFE, WHOLESOME, ACTIVE ENVIRONMENT TO GO AFTER SCHOOL

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-12-07
S65 Uniform Investment Adviser Law Examination 1996-12-07
  • S63 Uniform Securities Agent State Law Examination
    1996-12-07
  • S65 Uniform Investment Adviser Law Examination
    1996-12-07
Other Names
  • Jason P Kirkpatrick
  • Jason Paul Kirkpatrick
  • Jay Kirkpatrick
  • Jay Paul Kirkpatrick
  • Jason P Kirkpatrick

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor