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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
| WA | RA | APPROVED | 2025-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 06/2025 | Present |
| Lifetime Fitness | Bellevue | WA | 02/2024 | 06/2025 |
| Doordash | Rocklin | CA | 08/2020 | 09/2023 |
| Ace Hardware | Carmichael | CA | 06/2019 | 10/2019 |
| Whitney High School | Rocklin | CA | 01/2015 | 06/2020 |
| University Of Washington | Seattle | WA | 09/2023 | 02/2024 |
| Oregon State University | Corvallis | OR | 09/2020 | 06/2021 |
| Sierra College | Rocklin | CA | 08/2021 | 05/2023 |
| Bank Of America, N.A. | Bellevue | WA | 09/2025 | Present |
I*2654306, Entity Type: Fiduciary role Name of OBA: Trust Address: Rocklin, CA 95677 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 01/20/2026 No Hours: 0 No Hours during trading: 0 Duties: Successor Trustee/Parents I*3034295 Entity Type: For Profit, Publicly Traded Name of OBA: Doordash Address: San Francisco, California, 94107 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 10/25/2025 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: Deliver fast food to people that don't feel like going out themselves Pick up and deliver food
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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