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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Oswego | OR | 09/2024 | Present |
| Unemployed | Portland | OR | 04/2024 | 09/2024 |
| 280 Group (Dba Productside) | Dover | DE | 12/2020 | 04/2024 |
| Navex Global | Lake Oswego | OR | 02/2017 | 12/2020 |
| Unemployed | Portland | OR | 12/2016 | 02/2017 |
| Learning.cOm | Portland | OR | 09/2015 | 12/2016 |
| Bank Of America, N.A. | Lake Oswego | OR | 08/2025 | Present |
Name of the other businessMLPF& S CUST FPO D M M IRA FBO D M M Whether the business is investment-related No Address of the other businessPortland, OR Nature of the other businessFather's Trust Your positionPower of Attorney Title, or relationship with the other businessPower of Attorney Start date of your relationship 1/28/2021 Approximate number of hours/month you devote to the other business 0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Power of Attorney
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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