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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| WA | RA | APPROVED | 2023-10-21 |
Branch Locations
187 Parfitt Way Sw, Bainbridge Island, WA 98110 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Island | WA | 08/2023 | Present |
| Unemployed | Poulsbo | WA | 05/2023 | 07/2023 |
| Hellroaring Saloon & Eatery | Whitefish | MT | 12/2020 | 04/2023 |
| Whitefish Golf Course Restaurant | Whitefish | MT | 06/2021 | 09/2022 |
| Wild Dawn Yacht Charter | Poulsbo | WA | 03/2020 | 09/2020 |
| Unemployed | Seattle | WA | 10/2019 | 02/2020 |
| Floating Bridge Brewing | Seattle | WA | 06/2019 | 09/2019 |
| Unemployed | Seattle | WA | 03/2019 | 05/2019 |
| Lpc Cresa | Sydney | 09/2018 | 02/2019 | |
| Unemployed | Seattle | WA | 08/2018 | 08/2018 |
| Allianz Global Investors | San Diego | CA | 06/2017 | 07/2018 |
| Dunham & Associates Investment Counsel | San Diego | CA | 07/2015 | 05/2017 |
| Unemployed | Poulsbo | WA | 10/2020 | 11/2020 |
| Moondawg Media | Remote | WA | 05/2022 | Present |
| Bank Of America N.A. | Bainbridge Island | WA | 09/2023 | Present |
Name of the other businessMoonDawg MediaWhether the business is investment-relatedNot investment related Address of the other business Bothell, WA 98012Nature of the other businessContent creation for online viewing (video games shown on YouTube)Your positionBusiness ManagementTitle, or relationship with the other businessSelf-employed contractorStart date of your relationship05/2022Approximate number of hours/month you devote to the other business2 hours per monthNumber of hours you devote to the other business during securities trading hours0 hours worked during trading hoursBriefly describe your duties relating to the other businessI assist with managing business deadlines, making quarterly payments that are due, and maintaining the QuickBooks account. I*3683277 Entity Type: Entity Charitable Name of OBA: Less of Me Foundation Address: Bainbridge Island, Washington, 98110 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/23/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: non-profit that aims to help family's practice giving through the promotion of birthdays as opportunities to donate items/time etc. I was asked to be a board member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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