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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-04 |
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 12/2019 | 02/2025 |
| Alliance Partners | Chevy Chase | MD | 08/2018 | 10/2019 |
| Rosselle Realty | Sandy Spring | MD | 03/2018 | 10/2018 |
| Claysmile Llc | Silver Spring | MD | 10/2014 | 10/2019 |
| University Of Maryland | College Park | CA | 08/2015 | 08/2017 |
| Morgan Stanley | Seattle | WA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-28 |
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