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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-07 |
| WA | RA | APPROVED | 2016-10-07 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bellevue | WA | 04/1994 | 10/2016 |
| Morgan Stanley Smith Barney | Bellevue | WA | 06/2009 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2016 | Present |
| Bank Of America, N.A. | Bellevue | WA | 10/2016 | Present |
I*462562, Entity Type: Entity For Profit, Name of OBA: Benzvi LLC, Address: Mercer island, Washington 98040, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 08/12/2020, No Hours: 320, No Hours during trading: 0, Duties: LLC to hold a racing sail boat
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-08 |
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