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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-20 |
| WA | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynnwood | WA | 09/2024 | Present |
| Bank Of America | Lynnwood | WA | 01/1999 | 09/2024 |
| Bank Of America, N.A. | Lynnwood | WA | 10/2024 | Present |
I*2031293, Entity Type, Name of OBA: Rental Property 1, Address: Lynnwood, WA, 98087, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/01/2007, No Hours: 1hr/Annually, No Hours during trading: 0, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
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