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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
| WA | RA | APPROVED | 2024-07-23 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington | Seattle | WA | 09/2020 | 06/2022 |
| United States Navy | Seattle | WA | 01/2011 | 03/2021 |
| Goldman Sachs | Seattle | WA | 07/2022 | 07/2023 |
| Jpmorgan Chase Bank Na | Seattle | WA | 08/2023 | Present |
| Jpmorgan Securities Llc | Seattle | WA | 08/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 07/2024 | Present |
| Bank Of America, N.A. | Seattle | WA | 08/2024 | Present |
I*3302284 Entity Type: Entity Charitable Name of OBA: Woodland Park Zoo Address: Seattle, Washington, 98103 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: Woodland Park Zoo is a nonprofit zoo that promotes wildlife conservation and community engagement with the natural world. Voting board member championing the organizations and it's cause of wildlife conservation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
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