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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-25 |
| WA | RA | APPROVED | 2013-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/2013 | Present |
| Bank Of America, N.A. | Bellevue | WA | 11/2013 | Present |
I*2302258, Entity Type: nonprofit , Name of OBA: National Multiple Schlerosis Society , Address: San Diego, CA 92131 Investment Related: N, Position, Title, Association: no position or title , Employee State Date: 03/01/2025, No Hours: 1-2 hours monthly , No Hours during Trading: 0 , Duties: My wife and I will just be on the fundraising committee, raising money for their annual fundraiser.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-23 |
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