Tara M Coy

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-08-31
CA	RA	APPROVED	2021-06-28

TX RA
APPROVED

Since 2021-08-31
CA RA
APPROVED

Since 2021-06-28

Branch Locations

400 4Th St, Lake Oswego, OR 97034 • United States

One Bryant Park, New York, NY 10036 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Beaverton	OR	04/2021	Present
Pension Plan Specialists	Vancouver	WA	10/2018	04/2021
Head & Neck Surgical Associates	Portland	OR	05/2015	10/2018
Bank Of America, N.A.	Beaverton	OR	06/2021	Present

04/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Beaverton, OR
10/2018 → 04/2021

Pension Plan Specialists

Vancouver, WA
05/2015 → 10/2018

Head & Neck Surgical Associates

Portland, OR
06/2021 → Present

Bank Of America, N.A.

Beaverton, OR

Other Businesses

I*2183306, Entity Type: Entity Charitable, Name of OBA: Hoyt Arboretum Friends Board of Directors, Address: Portland, Oregon, 97221, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 05/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Board of Directors for non-profit

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-25

S66 Uniform Combined State Law Examination

2021-06-25

Other Names

Tara Marie Bowman

View on SEC IAPD