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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
| WA | RA | APPROVED | 2024-09-23 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Seattle | WA | 08/2008 | 07/2019 |
| Jpmorgan Chase Bank Na | Seattle | WA | 07/2019 | 09/2024 |
| Jpmorgan Securities Llc | Seattle | WA | 07/2019 | 09/2024 |
| Renty, Inc. | Seattle | WA | 01/2017 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 09/2024 | Present |
| Bank Of America, N.A. | Seattle | WA | 01/2025 | Present |
I*2030301, Entity Type, Name of OBA: Boyer Children's Clinic Address: Seattle,Washington, 98101 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/03/2024 No Hours: 0 No Hours during trading: 0 Duties: Boyer Children's Clinic is a clinic for disabled children, ages birth to three years old, primarily. I have served on their Board for nearly 15 years. I am currently a Board Member - At Large which means I am no longer involved in any governance. I*3925266 Entity Type: Entity For Profit Name of OBA: Gymee LLC Address: Seattle, Washington, 98177 Investment Related: No Position, Title, Association: Director,Owner Employee Start Date: 03/03/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: This business is going to be built by my brother; it was my idea, thus my ownership basis. Its function is to commercialize a reciprocal gym membership program across the United States. I will be the majority owner, but will have no daily responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S66 | Uniform Combined State Law Examination | 2005-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-15 |
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