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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-03 |
| AR | RA | APPROVED | 2025-01-17 |
| AK | RA | APPROVED | 2025-01-15 |
| AL | RA | APPROVED | 2025-01-13 |
| WA | RA | APPROVED | 2025-01-02 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 05/2016 | 08/2022 |
| Tufts University | Medford | MA | 09/2013 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 01/2019 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 11/2024 | Present |
| Pando Capital Llc | Seattle | WA | 08/2022 | 11/2023 |
| Unemployed | Seattle | WA | 11/2023 | 10/2024 |
| Cambridge Science Corporation | Cambridge | MA | 06/2020 | 04/2021 |
| Unemployed | Cambridge | MA | 04/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 08/2021 | 07/2022 |
| Bank Of America, N.A. | Bellevue | WA | 02/2025 | Present |
I*: 409928 Name of the other business The Gunnery Whether the business is investment-related No Address of the other business Washington CT Nature of the other business High School Title, or relationship with the other business Board Member, Committee Start date of your relationship 08/01/2018 Approximate number of hours/month you devote to the other business1 Number of hours you devote to the other business during securities trading hours 0 Duties relating to the other business I volunteer helping high school alumnus who are young professionals/college students. Main focus is resume building and career advice for entering professional workforce.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
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