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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-15 |
| WA | RA | APPROVED | 2023-12-07 |
Branch Locations
2950 Newmarket St, Bellingham, WA 98226 • United States
Lynden, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellingham | WA | 01/2019 | 09/2020 |
| Bank Of America, N.A. | Bellingham | WA | 11/2017 | 09/2020 |
| University Of Phoenix | Phoenix | AZ | 01/2003 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 07/2023 | Present |
| Flexure | Burlington | WA | 09/2020 | 04/2021 |
| Bank Of America | Bellingham | WA | 08/2021 | 07/2023 |
| Unemployed | Lynden | WA | 05/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-06 |
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