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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-12-02 |
| CA | RA | APPROVED | 2014-03-18 |
| TX | RA | APPROVED_RES | 2013-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 12/2012 | Present |
| Bank Of America, N.A. | Portland | OR | 01/2017 | Present |
I*1324308 Entity Type: Charitable Name of outside business organization: Youth Efforts Against Hunger Investment related: No Address of business: Brush Prairie, Washington, 98606, Position, title, association: Committee, Board Member, Fundraising committee Start date of relationship: 6/30/2023 Number of hours devoted: 5 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Mission: To inspire youth civic engagement through agriculture education to alleviate hunger. I will be the board secretary. Recording Meeting Minutes, Agendas, Setting Meeting Locations and Reservations, sending reminders, tracking correspondence like
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-16 |
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