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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-01 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
755 Sw Bonnett Way Pbig- Bend, Or Pwm, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 10/2009 | Present |
| Bank Of America,N.A. | Menlo Park | CA | 06/2011 | Present |
I*: 2805317 Entity Type: For Profit Name of OBA: Snack Stacks LLC Address: Bend Oregon Investment Related: No Position, Title, Association: Owner Start Date:09/09/2025 No Hours: 3 Weekly No Hours during trading:0 Duties: Operating vending machines.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-09 |
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