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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-29 |
| TX | RA | APPROVED | 2007-11-07 |
| WA | RA | APPROVED | 2000-04-12 |
Branch Locations
10400 Ne 4Th St, Bellevue, WA 98004 • United States
Bend, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Bellevue | WA | 01/2000 | Present |
| Bank Of America, N.A. | Bellevue | WA | 07/2011 | Present |
I* 1815317For profit or not for profit: Name of outside business organization: North Star HOAInvestment related: noAddress of business: Bend, OR, 97703Nature of business: HOA, Co-op, FreeholdPosition, title, association: OfficerStart date of relationship: 05/01/2024Number of hours devoted: 8 yearlyNumber of hours devoted during trading hours: 0Duties: Vice PresidentI* 1815315For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: noAddress of business: Cle Elum, WA, 98922Nature of business: Position, title, association: Sole ownerStart date of relationship: 01/01/2024Number of hours devoted: 2 yearlyNumber of hours devoted during trading hours: 0Duties:Vice President I*3134291 Entity Type: Entity Charitable Name of OBA: Trinity Lutheran School Address: Bend, Oregon, 97701 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/18/2025 Number of Hours: 3, Weekly Number of Hours during trading: 3, Weekly Duties: School Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-07 |
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