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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-04-14 |
Branch Locations
3251 E. Presidential Drive, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Roseville | CA | 02/2016 | 09/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 09/2020 | Present |
| Bank Of America N.A. | Roseville | CA | 01/2021 | Present |
| Washington Trust Bank | Meridian | ID | 03/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2026 | Present |
| Cetera Investment Advisers Llc | Meridian | WA | 03/2026 | Present |
BOARDMEMBER AT HARRY ERMOIAN FOUNDATION; PROVIDE ADVICE ON CHARITY SELECTION; 1 HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
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