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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-20 |
| WA | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2009 | Present |
| Bank Of America, N.A. | Bellevue | WA | 06/2011 | Present |
I*1758304 Entity Type: Entity Charitable Name of OBA: International Friends School Address: Washington, 98005 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2024 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: Not for Profit Private School Early Education and Elementary To support the long term health of the school and provide guidance and partnership to the head of school I*: 1835318Entity Type: Entity For ProfitName of OBA: DAYS FAMILY FARM LLCAddress: Snohomish, WAInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 6/1/2024 Number of Hours: 4 hrs weeklyNumber of Hours during trading: 0Duties: Farming - managing family farmI*: 1835319Entity Type: Entity For ProfitName of OBA: MOO MEADOWS LLCAddress: Snohomish, WAInvestment Related: NoPosition, Title, Association: Owner Employee Start Date: 6/1/2024 Number of Hours: 4 hrs weeklyNumber of Hours during trading: 0 Duties: Raising cattleI*2090299, Entity Type Not for Profit, Name of OBA:Bellevue Chamber Address: Bellevue, Washington, 98004 Investment Related: N Position, Title, Association:Board Member Employee Start Date:01/30/2025 No Hours:2 No Hours during trading: 2 Duties:Board Member. The Board of Directors for the Bellevue Chamber of Commerce is a diverse collection of Eastside leaders representing large corporations, small business, nonprofits, and government agencies. The Board sets the vision, goals, and budget for the Bellevue Chamber, and members lead many of the Chambers committees and provide oversight of Chamber Operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-17 |
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