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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-03-16
WA RA APPROVED 2016-01-14
  • TX RA
    APPROVED_RES
    Since 2018-03-16
  • WA RA
    APPROVED
    Since 2016-01-14

Branch Locations

10400 Ne 4Th St, Bellevue, WA 98004 • United States

Stanwood, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10/2015 Present
Bank Of America, N.A. Bellevue WA 12/2015 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-13
  • S66 Uniform Combined State Law Examination
    2016-01-13
Other Names
  • Jeff William Anderson
  • Jeffrey W Anderson

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