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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| CA | RA | APPROVED | 2025-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilsonville | OR | 08/2024 | Present |
| H&R Block | Burlington | MA | 12/2023 | 07/2024 |
| Unemployed | Roxbury | MA | 01/2023 | 11/2023 |
| Northeastern University | Boston | MA | 09/2020 | 12/2022 |
| Xinlongyuan Asset Management Company | Beijing | 12/2019 | 07/2020 | |
| Extended Travel | Portland | OR | 08/2020 | 09/2020 |
| Union Bank Of Switzerland | Portland | OR | 06/2019 | 11/2019 |
| University Of Oregon | Eugene | OR | 09/2016 | 06/2019 |
| Bank Of America, N.A. | Wilsonville | OR | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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