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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED | 2021-11-30 |
| CA | RA | APPROVED | 2021-11-03 |
Branch Locations
11617 97Th Ln Ne, Kirkland, WA 98034 • United States
14440 Se Eastgate Way, Bellevue, WA 98007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Thousand Oaks | CA | 04/2019 | Present |
| Bank Of America N.A. | Thousand Oaks | CA | 04/2019 | Present |
| Bank Of America | Herndon | VA | 04/2019 | 04/2021 |
| Pnc | Ashburn | VA | 11/2018 | 04/2019 |
| Unemployed | Arlington | VA | 07/2013 | 11/2018 |
| Penn State University | State College | PA | 09/2015 | 06/2020 |
I*1817290, Entity Type, Name of OBA: Rental Property 1 Address: katy, Texas, 77493 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/01/2024 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-02 |
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