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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-17 |
| WA | RA | APPROVED | 2009-10-23 |
Branch Locations
500 Broadway Street, Vancouver, WA 98660 • United States
275 E Rivulon Blvd, Gilbert, AZ 85297 • 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 | Vancouver | WA | 10/2009 | Present |
| Bank Of America, N.A. | Vancouver | WA | 07/2011 | Present |
I*12180 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: YES ADDRESS OF BUSINESS: QUEEN CREEK, ARIZONA 85242 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 7/1/2008 NUMBER OF HOURS DEVOTED: 2 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COLLECT RENT I*: 3015287 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Orem, UT 84058 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 11/01/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property I*: 3016285 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Gilbert, AZ 85296 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 11/01/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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