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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-18 |
| TX | RA | APPROVED | 2006-06-28 |
| CO | RA | APPROVED | 2004-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Portland | OR | 01/2000 | Present |
| Bank Of America, Na | Portland | OR | 11/2009 | Present |
I*3961292, Entity Type: For Profit, Name of OBA: Hogan Partners, Address: Annapolis, Maryland, 21409, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 01/01/2018, No Hours: 1 Yearly, No Hours during Trading: 0 , Duties: Passive 10% ownership and proportional tax liability payments. Family partnership for real estate investments and estate planning purpose of my mother the general partner, I am a passive 10% owner I*4065329 Entity Type: Charitable Name of OBA: Vital Ground Foundation Address: Missoula, Montana, 59804 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Wildlife Habitat Conservation Member of Board of Trustees, general board level governance with no direct financial executive authorities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-07 |
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