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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-14 |
| ID | RA | APPROVED | 2015-03-18 |
Branch Locations
1221 W Emma Ave, Coeur D'ALene, ID 83814 • United States
Coeur D Alene, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D Alene | ID | 12/2014 | Present |
| Bank Of America, N.A. | Coeur D Alene | ID | 02/2015 | Present |
I*1701306, Entity Type, Name of OBA: University of Idaho Alumni Association Address: Moscow, ID Investment Related: N Position, Title, Association: Board Member Employee Start Date: 04/20/2024 Board Member No Hours: 30 No Hours during trading: 0 Duties: Support and advocate for alumni on a variety of topics impacting University of Idaho. Represent alumni at University functions. I*1929260, Entity Type, Entity Charitable, Name of OBA: Kootenai Health Foundation, Address: Coeur d'Alene, ID, 83814, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 08/01/2024, No Hours: 20hrs/Annually, No Hours during trading: 5, Duties: To advance the health of our region by developing, managing, and stewarding philanthropy to support the success of Kootenai Health. The Board advises Foundation management on strategy for the Foundation, fundraising events, and advocating in the community for the Foundation and its role in supporting Kootenai Health. I*1999284, Entity Type Entity Charitable, Name of OBA: Innovia Foundation Address: SpokaneWashington99201 Investment Related: No Position, Title, Association: Committee Employee Start Date: 10/01/2024No Hours: 15 yearly No Hours during trading: 0 Duties: Gift Planning and Marketing Committee: review gifts to the foundation for acceptance according to Foundation policies. Assist in marketing of events for the Foundation. Committee role only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-17 |
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