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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 | 2025-08-30 |
Branch Locations
1201 Pacific Ave, Tacoma, WA 98402 • United States
560 S Winchester Blvd, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lacey | WA | 06/2025 | Present |
| Olympia Golf And Country Club | Olympia | WA | 05/2023 | 08/2023 |
| A Street Investments | Olympia | WA | 05/2024 | 08/2024 |
| Pepperdine University | Malibu | CA | 08/2021 | 05/2025 |
| Marshall Middle School | Olympia | WA | 06/2015 | 09/2017 |
| Capital High School | Olympia | WA | 09/2017 | 08/2021 |
| Bank Of America, N.A. | Lacey | WA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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