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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-14 |
| WA | RA | APPROVED | 2022-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Orchard | WA | 03/2019 | Present |
| Bank Of America, N.A. | Port Orchard | WA | 03/2019 | 12/2020 |
| Chase Bank | Port Orchard | WA | 05/2017 | 03/2019 |
| Terra Staffing Group | Tacoma | WA | 01/2017 | 07/2017 |
| Helitrak Inc | Gig Harbor | WA | 06/2016 | 09/2016 |
| Blaze Baseball | Belfair | WA | 11/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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