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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 2025-08-15
WA RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2025-08-15
  • WA RA
    APPROVED
    Since 2025-06-03

Branch Locations

19255 Jensen Way Ne, Poulsbo, WA 98370 • United States

1200 Hildebrand Ln Ne, Bainbridge, WA 98110 • United States

311 4Th Ave N, Kent, WA 98032 • 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 Kent WA 03/2025 Present
Umpqua Bank Fife WA 09/2024 03/2025
University Tees Pullman WA 01/2023 06/2024
Call-A-Coug Pullman WA 01/2022 12/2022
Nasa Gymnastics Gig Harbor WA 04/2018 06/2020
A Nanny For You Seattle WA 06/2023 07/2023
Unemployed University Place WA 06/2024 09/2024
Unemployed Pullman WA 06/2020 01/2022
Washington State University Pullman WA 08/2021 06/2024
Tacoma Community College Tacoma WA 09/2019 06/2021
Curtis High School University Place WA 06/2017 06/2021
Unemployed University Place WA 04/2015 04/2018
Bank Of America, N.A. Kent WA 04/2025 Present
  • 03/2025 → Present
    Kent, WA
  • 09/2024 → 03/2025
    Umpqua Bank
    Fife, WA
  • 01/2023 → 06/2024
    University Tees
    Pullman, WA
  • 01/2022 → 12/2022
    Call-A-Coug
    Pullman, WA
  • 04/2018 → 06/2020
    Nasa Gymnastics
    Gig Harbor, WA
  • 06/2023 → 07/2023
    A Nanny For You
    Seattle, WA
  • 06/2024 → 09/2024
    Unemployed
    University Place, WA
  • 06/2020 → 01/2022
    Unemployed
    Pullman, WA
  • 08/2021 → 06/2024
    Washington State University
    Pullman, WA
  • 09/2019 → 06/2021
    Tacoma Community College
    Tacoma, WA
  • 06/2017 → 06/2021
    Curtis High School
    University Place, WA
  • 04/2015 → 04/2018
    Unemployed
    University Place, WA
  • 04/2025 → Present
    Bank Of America, N.A.
    Kent, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-03
  • S66 Uniform Combined State Law Examination
    2025-06-03

View on SEC IAPD

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