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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-01 |
| CA | RA | APPROVED | 2010-10-18 |
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 | 10/2010 | Present |
| Bank Of America, N.A. | Portland | OR | 10/2017 | Present |
I*10537 For profit or not for profit: Name of outside business organization: Rental Investment related: Address of business: Portland, Oregon 97219 Nature of business: , Position, title, association: , Start date of relationship: 2/1/2021 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-16 |
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