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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-20 |
| WA | RA | APPROVED | 2013-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodinville | WA | 09/2013 | Present |
| Bank Of America, N.A. | Woodinville | WA | 10/2013 | Present |
I*: 2567258 Entity Type: Charitable Name of OBA: Edmonds Daybreakers Rotary Address: Edmonds, WA 98020 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2025 Number of Hours: 4 hrs wkly Number of Hours during trading: 1 hr wkly Duties: Supporting local charities. Board Member + organizing set-up and cleanup crews for weekly meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-15 |
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