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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-29 |
| WA | RA | APPROVED | 2022-09-19 |
Branch Locations
230 E Fairhaven Ave, Burlington, WA 98233 • United States
320 W Kincaid St, Mount Vernon, WA 98273 • United States
26929 102Nd Ave Nw, Stanwood, WA 98292 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Marysville | WA | 03/2015 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Marysville | WA | 07/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellingham | WA | 08/2022 | Present |
| Bank Of America, N.A. | Bellingham | WA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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