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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-18 |
| CA | RA | APPROVED | 2021-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Eugene | OR | 10/2012 | 01/2017 |
| Sidebar | Eugene | OR | 11/2016 | 05/2017 |
| Td Ameritrade, Inc. | Eugene | OR | 02/2017 | 04/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2017 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporate | Eugene | OR | 04/2021 | Present |
| Bank Of America, N.A. | Eugene | OR | 04/2021 | Present |
I*4369271 Entity Type: Entity For Profit Name of OBA: Wallflowers Events LLC Address: Springfield, Oregon, 97478 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/26/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: LLC providing event supplies Manual labor, setup and breakdown of event rentals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
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