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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-07 |
| WA | RA | APPROVED | 2022-09-06 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 05/2016 | 04/2021 |
| Morgan Stanley | Kirkland | WA | 05/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/2022 | Present |
| Bank Of America N.A. | Bellevue | WA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-09 |
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