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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 2025-04-16
WA RA APPROVED 2025-03-08
  • TX RA
    APPROVED
    Since 2025-04-16
  • WA RA
    APPROVED
    Since 2025-03-08

Branch Locations

4251 Guide Meridian, Bellingham, WA 98226 • United States

112 E Holly St, Bellingham, WA 98225 • United States

3230 172Nd St Ne, Arlington, WA 98223 • 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 Arlington WA 11/2019 Present
Jacksons Food Stores Shoreline WA 06/2019 01/2020
Unemployed Everett WA 12/2018 03/2019
Mdj Master Tobacco Inc. Chino Hills CA 07/2014 11/2018
Dpep Inc Lake Elsinore CA 09/2016 11/2016
Bank Of America, N.A. Arlington WA 01/2025 Present
  • 11/2019 → Present
    Arlington, WA
  • 06/2019 → 01/2020
    Jacksons Food Stores
    Shoreline, WA
  • 12/2018 → 03/2019
    Unemployed
    Everett, WA
  • 07/2014 → 11/2018
    Mdj Master Tobacco Inc.
    Chino Hills, CA
  • 09/2016 → 11/2016
    Dpep Inc
    Lake Elsinore, CA
  • 01/2025 → Present
    Bank Of America, N.A.
    Arlington, WA
Other Businesses

I*2109279, Entity Type Entity For Profit, Name of OBA: holy family day care Address: Lake StevensWashington98258 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/01/2025No Hours: 2 weekly No Hours during trading: 0 Duties: at home child care, i will be helping with book keeping. I*3075265, Entity Type: Entity Charitable, Name of OBA: Archangels COC, Address: everett, Washington, 98203, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 11/03/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: Board Member. discuss and plan future activity and services along with the rest of board members provided to the congregation, Religious and community support.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07

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