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777 North Capitol Street, Ne, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-27 |
Branch Locations
Tacoma, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 08/2018 | 04/2022 |
| Fred Meyer | Yakima | WA | 08/2004 | 07/2018 |
| Bank Of America, N.A. | Tacoma | WA | 09/2018 | 04/2022 |
| Missionsquare Investment Services | Washington | DC | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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