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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-07-18
CO RA APPROVED 2025-07-10
TX RA APPROVED_RES 2022-10-14
WA RA APPROVED 2022-09-30
  • AR RA
    APPROVED
    Since 2025-07-18
  • CO RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED_RES
    Since 2022-10-14
  • WA RA
    APPROVED
    Since 2022-09-30

Branch Locations

601 W Riverside Ave, Spokane, WA 99201 • 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
Seasonal Concepts Columbus GA 06/2020 09/2022
Cozy Cuties Llc Fortson GA 02/2014 12/2018
First Command Fort Worth TX 07/2020 09/2020
Unemployed Fortson GA 12/2018 06/2020
First Command Brokerage Services Fort Worth TX 09/2020 09/2022
First Command Advisory Services Fort Worth TX 09/2020 09/2022
First Command Insurance Services Fort Worth TX 09/2020 09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 08/2022 Present
Bank Of America, N.A. Spokane WA 10/2022 Present
  • 06/2020 → 09/2022
    Seasonal Concepts
    Columbus, GA
  • 02/2014 → 12/2018
    Cozy Cuties Llc
    Fortson, GA
  • 07/2020 → 09/2020
    First Command
    Fort Worth, TX
  • 12/2018 → 06/2020
    Unemployed
    Fortson, GA
  • 09/2020 → 09/2022
    First Command Brokerage Services
    Fort Worth, TX
  • 09/2020 → 09/2022
    Fort Worth, TX
  • 09/2020 → 09/2022
    First Command Insurance Services
    Fort Worth, TX
  • 08/2022 → Present
    Spokane, WA
  • 10/2022 → Present
    Bank Of America, N.A.
    Spokane, WA
Previous Registrations
Other Businesses

I*2018349 Entity Type: Charitable Name of OBA: MT SPOKANE MEAD YOUTH FOOTBALL Address: Colbert, Washington, 99005 Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 06/10/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: MSMYF and MSMYC was formed in 2012 and was inspired by the love of this sport, the determination to bring tackle football and cheer to the youths of this area, and the desire to build a solid relationship between Youth Sports and the local Jr High and High School communities. MSMYF exists to use football, cheerleading, and respect for education to develop strong, smart, responsible, healthy young men and women. We give them experiences that build their appreciation for and understanding of leadership, teamwork, and discipline. It is the goal of this organization to emphasize loyalty, respect, sportsmanship and safety while providing a positive culture for coaches, participants, parents and fans alike. Fundraising director, treasurer - working with team managers (approx 10-15 teams total depending on season) on strategies for them to raise team funds, connecting with local businesses for sponsorships, voting / discussing spending needs for gear and team equipment, calculating registration fees based on previous years and expected enrollment, being listed as a signer on deposit account. Organization is currently using a third party accountant, requires at least 2 individuals with access to accounts and account information, and does not have any investment accounts (deposit only). No relationship with BofA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-04
  • S66 Uniform Combined State Law Examination
    2020-09-04
Other Names
  • Savanna Marie Largent

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