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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-17
CA RA APPROVED 2025-08-08
  • TX RA
    APPROVED
    Since 2025-09-17
  • CA RA
    APPROVED
    Since 2025-08-08

Branch Locations

1211 Sw 5Th Ave, Portland, OR 97204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 09/2024 05/2025
Unemployed Sherwood OR 07/2024 08/2024
Cellular Sales / Employbridge Tigard OR 01/2022 06/2024
The Home Depot Sherwood CA 02/2021 02/2022
Brewery Gulch Inn Mendocino CA 10/2021 12/2021
Rollin' Dough Fort Bragg CA 06/2021 12/2021
The Purple Rose Fort Bragg CA 07/2020 12/2021
Planet Fitness Sherwood OR 11/2019 08/2020
Skyhawks Academy Happy Valley OR 06/2019 08/2019
Parker Rec Center Parker CO 05/2019 06/2019
Target Parker CO 08/2018 04/2019
Oregon State University Corvallis OR 04/2023 06/2025
Unemployed Sherwood OR 08/2014 08/2018
Newberg High School Newberg OR 09/2024 12/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sherwood OR 07/2025 Present
Stanford Inn By The Sea Eco Resort Mendocino CA 06/2021 09/2021
Bank Of America, N.A. Sherwood OR 09/2025 Present
  • 09/2024 → 05/2025
    New York, NY
  • 07/2024 → 08/2024
    Unemployed
    Sherwood, OR
  • 01/2022 → 06/2024
    Cellular Sales / Employbridge
    Tigard, OR
  • 02/2021 → 02/2022
    The Home Depot
    Sherwood, CA
  • 10/2021 → 12/2021
    Brewery Gulch Inn
    Mendocino, CA
  • 06/2021 → 12/2021
    Rollin' Dough
    Fort Bragg, CA
  • 07/2020 → 12/2021
    The Purple Rose
    Fort Bragg, CA
  • 11/2019 → 08/2020
    Planet Fitness
    Sherwood, OR
  • 06/2019 → 08/2019
    Skyhawks Academy
    Happy Valley, OR
  • 05/2019 → 06/2019
    Parker Rec Center
    Parker, CO
  • 08/2018 → 04/2019
    Target
    Parker, CO
  • 04/2023 → 06/2025
    Oregon State University
    Corvallis, OR
  • 08/2014 → 08/2018
    Unemployed
    Sherwood, OR
  • 09/2024 → 12/2024
    Newberg High School
    Newberg, OR
  • 07/2025 → Present
    Sherwood, OR
  • 06/2021 → 09/2021
    Stanford Inn By The Sea Eco Resort
    Mendocino, CA
  • 09/2025 → Present
    Bank Of America, N.A.
    Sherwood, OR
Previous Registrations
Other Businesses

I*4852288 Entity Type: Entity Charitable Name of OBA: Tualatin River Keepers Address: Tualatin, Oregon, 97062 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Protecting the Tualatin River watershed and promoting climate activism in the local area I was recently asked to consider joining the board of the org, assising in helping the finance committee review budgets, financial statements, and assist with volunteering events and potential fundraising events. I*2671297, Entity Type: Fiduciary role, Name of OBA: J B Address: Sherwood, OR 97140 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/01/2030No Hours: 10 yearly No Hours during trading: 0 Duties: I*2675273, Entity Type For Profit, Publicly Traded, Name of OBA: Doordash Address: Sherwood, OR 97140 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/31/2025 No Hours: 10 weekly No Hours during trading: 0 Duties: Delivery Driver, Delivering food/groceries I*3293289, Entity Type: Charitable Name of OBA: Newberg High School Football Booster Club Address: Newberg, OR 97132 Investment Related: No Position, Title, Association: Board Member,Officer, Director Employee Start Date:01/01/2026 No Hours: 2 weekly No Hours during trading: 0 Duties: I have been asked to help create the entity, fundraise for the entity, and potentially run it and make decisions on behalf of the entity, The role would be a director or board member of the Newberg High Football Booster Club. The purpose of the organization would be to fundraise and disburse funds for the Newberg High football team. This would include purchasing equipment, paying staff, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-28
  • S66 Uniform Combined State Law Examination
    2024-09-28
Other Names
  • William Gregory Burton
  • Will Burton
  • William Burton

View on SEC IAPD

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