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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-14 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
755 Sw Bonnett Way Pbig- Bend, Or Pwm, Bend, OR 97702 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 10/2009 | Present |
| Bank Of America, Na | Menlo Park | CA | 10/2009 | Present |
I*2805319, Entity Type For Profit, Name of OBA: Snack Stacks Address: Bend, Oregon97702 Investment Related: No Position, Title, Association: Owner Employee Start Date:09/16/2025 No Hours: 10 hrs annually No Hours during trading: 0 Duties: Vending machine sales, Vending machine I*3466266, Entity Type: , Name of OBA: First Story , Address: Bend, Oregon, 97702, Investment Related: N, Position, Title, Association: board member, Employee Start Date: 01/12/2026, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: my only role is community outreach to let people know that first story exsists and is located in bend, oregon to provide housing and loans to people in need in the community that would otherwise be homeless
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-27 |
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