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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-06 |
| WA | RA | APPROVED | 2020-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2019 | 01/2020 |
| Mutual Of Omaha | Spokane | WA | 08/2018 | 11/2018 |
| Uber | Spokane | WA | 11/2018 | 02/2020 |
| Lyft | Spokane | WA | 11/2018 | 02/2020 |
| Mead School District | Spokane | WA | 02/2015 | 02/2020 |
| Spokane Shadow | Spokane | WA | 04/2016 | 06/2019 |
| Dave Smith Nissan | Spokane | WA | 06/2017 | 09/2017 |
| Kalispell Golf And Country Club | Spokane | WA | 03/2016 | 11/2016 |
| Hong King Express | Spokane | WA | 10/2017 | 02/2018 |
| Eastern Washington University | Cheney | WA | 09/2016 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 02/2020 | Present |
| Bank Of America, N.A. | Spokane | WA | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-13 |
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