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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 2025-10-08
WA RA APPROVED 2025-08-23
  • TX RA
    APPROVED
    Since 2025-10-08
  • WA RA
    APPROVED
    Since 2025-08-23

Branch Locations

601 W Riverside Ave, Spokane, WA 99201 • 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 Spokane WA 05/2025 Present
Wells Fargo Spokane WA 11/2023 05/2025
Wells Fargo Spokane Valley WA 12/2021 11/2023
Eddie Bauer Veradale WA 10/2019 12/2021
Infinetix Spokane Valley WA 04/2020 09/2020
West Valley High School Spokane Valley WA 09/2017 06/2021
Centenial Middle School Spokane Valley WA 09/2014 06/2017
Eastern Washington University Cheney WA 09/2021 Present
Bank Of America, N.A. Spokane WA 07/2025 Present
  • 05/2025 → Present
    Spokane, WA
  • 11/2023 → 05/2025
    Wells Fargo
    Spokane, WA
  • 12/2021 → 11/2023
    Wells Fargo
    Spokane Valley, WA
  • 10/2019 → 12/2021
    Eddie Bauer
    Veradale, WA
  • 04/2020 → 09/2020
    Infinetix
    Spokane Valley, WA
  • 09/2017 → 06/2021
    West Valley High School
    Spokane Valley, WA
  • 09/2014 → 06/2017
    Centenial Middle School
    Spokane Valley, WA
  • 09/2021 → Present
    Eastern Washington University
    Cheney, WA
  • 07/2025 → Present
    Bank Of America, N.A.
    Spokane, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-22
  • S66 Uniform Combined State Law Examination
    2025-08-22

View on SEC IAPD

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