Erin M Storey

$763B regulatory AUM 16 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-06-03

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Seattle	WA	07/2021	05/2022
Keiretsu Forum Ne	Seattle	WA	03/2019	12/2019
Bank Of America	San Diego	CA	06/2020	08/2020
Everything But Water	Seattle	WA	01/2018	12/2019
The Black Marlin	Santa Ana	CA	01/2016	08/2017
Unemployed	Santa Ana	CA	08/2017	01/2018
Unemployed	Seattle	WA	08/2020	07/2021
Unemployed	Santa Ana	CA	12/2019	03/2020
Bank Of America, N.A.	Seattle	WA	11/2021	05/2022
Sanford C. Bernstein & Co., Llc	San Francisco	CA	05/2022	Present

07/2021 → 05/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seattle, WA
03/2019 → 12/2019

Keiretsu Forum Ne

Seattle, WA
06/2020 → 08/2020

Bank Of America

San Diego, CA
01/2018 → 12/2019

Everything But Water

Seattle, WA
01/2016 → 08/2017

The Black Marlin

Santa Ana, CA
08/2017 → 01/2018

Unemployed

Santa Ana, CA
08/2020 → 07/2021

Unemployed

Seattle, WA
12/2019 → 03/2020

Unemployed

Santa Ana, CA
11/2021 → 05/2022

Bank Of America, N.A.

Seattle, WA
05/2022 → Present

Sanford C. Bernstein & Co., Llc

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-16

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