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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-16 |
| CA | RA | APPROVED | 2019-09-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Selco Credit Union | Bend | OR | 02/2011 | 09/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2011 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bend | OR | 09/2019 | Present |
| Bank Of America, N.A | Bend | OR | 11/2019 | Present |
NAME OF THE OTHER BUSINESS: Comerica Trust Services INVESTMENT- RELATED: No ADDRESS OF THE OTHER BUSINESS: Bend, OR YOUR POSITION OR TITLE: Representative NATURE OF THE OTHER BUSINESS: Trust Services START DATE: 4/5/2018 APPROXIMATE NUMBER OF HOURS/MONTH:10 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:10 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Referring clients to Comerica Trust Services for trust services. I*: 2466320 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Bend, OR 97702 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/14/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co-owner of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-07 |
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