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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-06
TX RA APPROVED 2025-02-13
CA RA APPROVED 2025-01-02
  • WA RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED
    Since 2025-02-13
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

6404 Ne 117Th Ave, Vancouver, WA 98662 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 01/2020 Present
Charter Communications Vancouver WA 03/2019 10/2019
Cellular Plus Verizon Vancouver WA 05/2018 03/2019
Walgreens Vancouver WA 09/2016 06/2018
Clark College Vancouver WA 07/2016 12/2019
Bank Of America, N.A. Portland OR 01/2025 Present
  • 01/2020 → Present
    Portland, OR
  • 03/2019 → 10/2019
    Charter Communications
    Vancouver, WA
  • 05/2018 → 03/2019
    Cellular Plus Verizon
    Vancouver, WA
  • 09/2016 → 06/2018
    Walgreens
    Vancouver, WA
  • 07/2016 → 12/2019
    Clark College
    Vancouver, WA
  • 01/2025 → Present
    Bank Of America, N.A.
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
  • S66 Uniform Combined State Law Examination
    2024-11-08

View on SEC IAPD

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