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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-24 |
| WA | RA | APPROVED | 2015-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Everett | WA | 07/2015 | Present |
| Bank Of America, N.A. | Everett | WA | 09/2015 | Present |
I*4495265 Entity Type: Name of OBA: Snohomish County Estate Planning Council Address: Everett, Washington, 98208 Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 05/21/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: The SCEPC is a member-based organization which strives to promote education and collaboration of its members in learning and sharing estate planning objectives. The Council consists of professionals of a variety of estate planning disciplines, including accountants, attorneys, financial advisors, insurance professionals, trust officers, charitable organizations and others engaged in estate planning efforts. Each board member serves a 4 year term. The first year they serve as treasurer (responsible for collecting member dues and paying bills), the second year they serve as secretary (keeping track of membership and logistics at council meetings), third year: vice president (organizing speakers for the meetings), and fourth year: president (introducing speakers and recruiting new board members).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
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