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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED_RES | 2012-11-08 |
| WA | RA | APPROVED | 2009-10-23 |
Branch Locations
187 Parfitt Way Sw, Bainbridge Island, WA 98110 • United States
Kingston, WA • United States
Kamuela, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bainbridge Island | WA | 10/2009 | Present |
| Bank Of America, N.A. | Bainbridge Island | WA | 07/2011 | Present |
I*8386 For profit or not for profit: Name of outside business organization: Kamilo 507 Investment related: Address of business: kamuela, Hawaii 96743 Nature of business: , Position, title, association: , Start date of relationship: 2/20/2019 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Duties: I*8387 For profit or not for profit: Name of outside business organization: Spruce Bluff Lodge Investment related: Address of business: leavenworth, Washington 98826 Nature of business: , Position, title, association: , Start date of relationship: 2/15/2017 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-30 |
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