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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| WA | RA | APPROVED | 2025-10-16 |
Branch Locations
11315 Pacific Ave S, Tacoma, WA 98444 • United States
19321 State Rte 410 E, Bonney Lake, WA 98391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kent | WA | 09/2016 | Present |
| Jcpenney | Puyallup | WA | 08/2014 | 09/2016 |
| Bank Of America, N.A. | Kent | WA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-15 |
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