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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-15 |
| WA | RA | APPROVED | 2011-04-27 |
| CA | RA | APPROVED | 2009-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vancouver | WA | 10/2009 | Present |
| Bank Of America, N.A. | Vancouver | WA | 07/2018 | Present |
I*4431266, Entity Type: , Name of OBA: D S TTEE E K S TTEE U/A DTD 07/15/2016 , Address: Vancouver, Washington, 98686, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/16/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-18 |
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