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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-08 |
| CA | RA | APPROVED | 2006-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2006 | Present |
| Bank Of America, N.A. | San Francisco | CA | 01/2015 | Present |
I*117259 For profit or not for profit: Non-Profit Organization Name of outside business organization: Fred Hutchinson Cancer Research Center Investment related: N Address of business: Seattle, Washington 98109 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/5/2015 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: As Council Member for the Innovator s Network, our goal is to raise money and educate people in the Bay Area about Fred Hutch and the work they are doing. This position assists the Fred Hutch team in planning events and driving attendance. I*2039276, Entity Type Fiduciary, Name of OBA: MDM Address: Shoreline, Washington, 98177 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 11-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-21 |
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