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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-19 |
| WA | RA | APPROVED | 2025-01-27 |
Branch Locations
15401 Westminster Way N, Shoreline, WA 98133 • United States
4112 E Madison St, Seattle, WA 98112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodinville | WA | 10/2024 | Present |
| Bmo | Seattle | WA | 11/2022 | 10/2024 |
| Ila Vietnam | Ho Chi Minh | 05/2022 | 10/2022 | |
| Bank Of The West | Portland | OR | 11/2021 | 08/2023 |
| Us Bank | Vancouver | WA | 08/2017 | 10/2021 |
| Lyft | Portland | OR | 02/2017 | 08/2017 |
| Uber | Portland | WA | 02/2017 | 08/2017 |
| Hollywood Fitness | Portland | OR | 03/2017 | 08/2017 |
| Northwest Quadvan | Portland | OR | 10/2016 | 02/2017 |
| Carbone Hyundai | New Hartford | NY | 05/2016 | 10/2016 |
| Crazy Clam | Sylvan Beach | NY | 04/2014 | 10/2016 |
| Bank Of America, N.A. | Woodinville | WA | 12/2024 | Present |
I*2069300, Entity Type, Name of OBA: Rental Property 1 Address: VancouverWashington98682 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 06/02/2022 No Hours: .5 monthly No Hours during trading: .25 monthly Duties: I*2066416, Entity Type, Name of OBA: Rental Property 2 Address: SarasotaFlorida34235 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 07/01/2021 No Hours: 0.5 monthly No Hours during trading: 0.5 monthly Duties: I*2066428, Entity Type, Name of OBA: Rental Property 2 Address: Eagle LakeFlorida33839 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 03/23/2022 No Hours: 1 monthly No Hours during trading: 0.5 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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