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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2022-10-20 |
| CA | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 12/2009 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 01/2022 | Present |
| Homemaker | Gresham | OR | 02/2020 | 01/2022 |
I*2164312, Entity Type: , Name of OBA: S A F Revocable Trust and S F, Address: Portland, Oregon, 97233, Investment Related: N, Position, Title, Association: , Employee State Date: 09-Jan-2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-03 |
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