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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-11 |
| WA | RA | APPROVED | 2019-05-22 |
Branch Locations
187 Parfitt Way Sw, Bainbridge Island, WA 98110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Aliso Viejo | CA | 07/2015 | 03/2019 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 07/2015 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bainbridge Island | WA | 03/2019 | Present |
| Bank Of America, N.A | Bainbridge Island | WA | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-29 |
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