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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-12 |
| TX | RA | APPROVED | 2016-08-19 |
| WA | RA | APPROVED | 2016-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Sammamish | WA | 08/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sammamish | WA | 08/2016 | Present |
I*900247 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Monroe, Washington, 98272 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/1/2022 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-24 |
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