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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-16 |
| WA | RA | APPROVED | 2016-01-14 |
Branch Locations
10400 Ne 4Th St, Bellevue, WA 98004 • United States
Stanwood, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2015 | Present |
| Bank Of America, N.A. | Bellevue | WA | 12/2015 | Present |
I*87388 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: J. ANDERSON PROPERITES LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ARLINGTON, WASHINGTON 98223 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/24/2011 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THIS ENTITY IS DESIGNED TO HOLD PROPERTIES AND COLLECT MONTHLY RENTS. MY RESPONSIBILITY IS TO LEAD THE FINANCIAL DECISIONS OF THE COMPANY. I*926251 For profit or not for profit: Entity For Profit Name of outside business organization: Anderson Farm Investment related: N Address of business: Stanwood, Washington, 98292 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 7/25/2022 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I recently purchased a primary residence that includes acreage. There is an expectation of negligible income from harvesting grass or other hobby farm activities. I*1261247 For profit or not for profit: Entity For Profit Name of outside business organization: Hale Anderson Properties LLC Investment related: N Address of business: Woodinville, Washington, 98072 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 4/24/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I will be putting cash into the LLC and later receiving property that's adjacent to my personal residence. I have no other expected responsibilities other than to contribute cash and accept land as a distribution.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-13 |
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