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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 2025-11-10
CA RA APPROVED 2025-09-27
  • TX RA
    APPROVED
    Since 2025-11-10
  • CA RA
    APPROVED
    Since 2025-09-27

Branch Locations

1211 Sw 5Th Ave, Portland, OR 97204 • 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 Portland OR 07/2025 Present
Unemployed Stanwood WA 05/2025 07/2025
Pizza Perfection Pullman WA 01/2024 05/2025
Westcott Homes Kirkland WA 05/2024 08/2024
Unemployed Pullman WA 08/2023 01/2024
Snohomish County Road Maintenance Arlington WA 05/2023 08/2023
Unemployed Pullman WA 08/2022 05/2023
Snohomish County Road Maintenance Arlington WA 05/2022 08/2022
Unemployed Pullman WA 07/2021 05/2022
Chipotle Marysville WA 11/2019 07/2021
Unemployed Arlington WA 06/2015 11/2019
Genesco Park Marysville WA 08/2019 10/2019
Washington State University Pullman WA 08/2021 05/2025
Bank Of America, N.A. Portland OR 11/2025 Present
  • 07/2025 → Present
    Portland, OR
  • 05/2025 → 07/2025
    Unemployed
    Stanwood, WA
  • 01/2024 → 05/2025
    Pizza Perfection
    Pullman, WA
  • 05/2024 → 08/2024
    Westcott Homes
    Kirkland, WA
  • 08/2023 → 01/2024
    Unemployed
    Pullman, WA
  • 05/2023 → 08/2023
    Snohomish County Road Maintenance
    Arlington, WA
  • 08/2022 → 05/2023
    Unemployed
    Pullman, WA
  • 05/2022 → 08/2022
    Snohomish County Road Maintenance
    Arlington, WA
  • 07/2021 → 05/2022
    Unemployed
    Pullman, WA
  • 11/2019 → 07/2021
    Chipotle
    Marysville, WA
  • 06/2015 → 11/2019
    Unemployed
    Arlington, WA
  • 08/2019 → 10/2019
    Genesco Park
    Marysville, WA
  • 08/2021 → 05/2025
    Washington State University
    Pullman, WA
  • 11/2025 → Present
    Bank Of America, N.A.
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26

View on SEC IAPD

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