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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-05-07 |
| TX | RA | APPROVED_RES | 2012-11-01 |
| CA | RA | APPROVED | 2011-06-07 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
14636 N Scottsdale Rd Pbig- Scottsdale, Az Pwm, Scottsdale, AZ 85254 • United States
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Scottsdale | AZ | 06/2011 | Present |
| Bank Of America, N.A. | Scottsdale | AZ | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-19 |
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