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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2020-06-19 |
| WA | RA | APPROVED | 2020-06-17 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 07/2016 | 06/2019 |
| Bank Of America, N.A. | Scottsdale | AZ | 01/2017 | 06/2019 |
| Morgan Stanley | Scottsdale | AZ | 06/2019 | 04/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 04/2020 | Present |
| Bank Of America, N.A. | Bellevue | WA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-26 |
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