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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2016-01-21 |
| TX | RA | APPROVED_RES | 2009-06-04 |
| ID | RA | APPROVED | 2002-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 05/1998 | Present |
| Bank Of America, N.A. | Boise | ID | 04/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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