Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-11
CA RA APPROVED 2020-08-10
  • TX RA
    APPROVED
    Since 2022-04-11
  • CA RA
    APPROVED
    Since 2020-08-10

Branch Locations

1211 Sw 5Th Ave, Portland, OR 97204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackrock San Francisco CA 05/2011 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 03/2020 Present
Bank Of America, N.A. Portland OR 07/2020 Present
Other Businesses

I*819249 For profit or not for profit: Entity Charitable Name of outside business organization: Sam Day Foundation Investment related: N Address of business: Portland, Oregon, 97229 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 6/1/2022 Number of hours devoted: 20 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Secretary in charge of documentation and general board member to advise the Executive Director on strategic direction for the foundation. I*818239 For profit or not for profit: Name of outside business organization: Wilcox Estates Homeowners Association Investment related: N Address of business: Portland, Oregon, 97298 Nature of business: ["HOA, Co-op, Freehold"] Position, title, association: ["Treasurer","Board Member"], Start date of relationship: 3/1/2022 Number of hours devoted: 7 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I am the Treasurer and a board member of my neighborhood's homeowner's association. Assets include a pool and common space. I*821254 For profit or not for profit: Name of outside business organization: Multnomah Athletic Club Investment related: Y Address of business: Portland, Oregon, 97205 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee"], [["Investment committee"]] Start date of relationship: 5/1/2022 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , My gym has an endowment that is earmarked for facility improvements. The committee's role is to be a sounding board for endowment investment strategies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-07
S63 Uniform Securities Agent State Law Examination 2011-11-07
  • S65 Uniform Investment Adviser Law Examination
    2020-08-07
  • S63 Uniform Securities Agent State Law Examination
    2011-11-07
Other Names
  • Drew David Pinson
  • Drew Pinson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor