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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-10 |
| WA | RA | APPROVED | 2011-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Tacoma | WA | 05/2011 | Present |
| Bank Of America, N.A. | Tacoma | WA | 09/2011 | Present |
I*114286 For profit or not for profit: Non-Profit Organization Name of outside business organization: Puyallup South Hill Rotary Investment related: Address of business: Puyallup, Washington 98374 Nature of business: Charitable Organization, Compensation for Activity: Position, title, association: Officer, Start date of relationship: 7/1/2021 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Club President Elect for the Rotary year of July 2021-2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
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