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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-07 |
| TX | RA | APPROVED | 2025-02-07 |
| WA | RA | APPROVED | 2025-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 07/2019 | Present |
| Point West Credit Union | Portland | OR | 05/2018 | 04/2019 |
| Wells Fargo | Beaverton | OR | 03/2015 | 04/2018 |
| Bank Of America, N.A. | Portland | OR | 09/2024 | Present |
I*4667286 Entity Type: Charitable Name of OBA: The Church of Jesus Christ of Latter-Day Saints Address: Salt Lake City, Utah, 84150 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/21/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: Service. Preside over and act as standing ministers, teach the gospel, administer sacred ordinances, minister to the spiritual and temporal needs of the church members, assist in missionary and temple work
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-11 |
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