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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| MD | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management, Llc | Seattle | WA | 06/2014 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2025 | Present |
| Seattle Church Of Christ | Seattle | WA | 08/2018 | 02/2025 |
| Unemployed | Washington | DC | 03/2025 | 04/2025 |
| Orange Theory Fitness | Washington | DC | 05/2025 | Present |
| Bank Of America N.A. | Washington | DC | 10/2025 | Present |
I*2704268, Entity Type Entity Charitable, Name of OBA: YMCA - Seattle Address: SeattleWashington98104 Investment Related: No Position, Title, Association: Board Member Employee Start Date:09/10/2024 No Hours: 6 yearly No Hours during trading: 0 Duties: Attend quarterly board meetings, The YMCA is an organization dedicated to youth development, healthy living, and social responsibility. I*2704266, Entity Type Entity For Profit, Name of OBA: Orangetheory - MDMS Holdings Address: WashingtonDistrict of Columbia20003 Investment Related: No Position, Title, Association: Other Employee Start Date: 05/25/2025No Hours: 5 weekly No Hours during trading: 0 Duties:Coach classes! Orangetheory is a group fitness brand that has studios all over the world. I coach here outside of normal business hours to earn extra money I*2704270, Entity Type, Name of OBA: Rental Property 1 Address: YelmWashington98587 Investment Related: No Position, Title, Association: Co-owner with other family membersEmployee Start Date: 03/27/2023No Hours: 2 monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
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