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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-15
WA RA APPROVED 2024-05-25
  • TX RA
    APPROVED
    Since 2024-07-15
  • WA RA
    APPROVED
    Since 2024-05-25

Branch Locations

10400 Ne 4Th St, Bellevue, WA 98004 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 03/2024 Present
Liberty Mutual Insurance Seattle WA 07/2018 03/2024
University Of Washington Foster Undergraduate Career Services Seattle WA 06/2015 03/2018
University Of Washington Seattle WA 09/2014 06/2018
Liberty Mutual Insurance Seattle WA 06/2017 09/2017
Bank Of America N.A. Seattle WA 05/2024 Present
  • 03/2024 → Present
    Seattle, WA
  • 07/2018 → 03/2024
    Liberty Mutual Insurance
    Seattle, WA
  • 06/2015 → 03/2018
    University Of Washington Foster Undergraduate Career Services
    Seattle, WA
  • 09/2014 → 06/2018
    University Of Washington
    Seattle, WA
  • 06/2017 → 09/2017
    Liberty Mutual Insurance
    Seattle, WA
  • 05/2024 → Present
    Bank Of America N.A.
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2024-05-24

View on SEC IAPD

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