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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-11-13 |
| TX | RA | APPROVED_RES | 2006-02-28 |
| WA | RA | APPROVED | 1991-10-04 |
Branch Locations
2707 Colby Ave, Everett, WA 98201 • United States
Sun Valley, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Everett | WA | 02/1991 | Present |
| Bank Of America,N.A. | Everett | WA | 06/2011 | Present |
I*1883267, Entity Type: Entity Charitable, Name of OBA: SYC Historic Preservation Foundation, Address: Seattle,Washington 98112, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 06/18/2024, No Hours: 2, No Hours during trading: 0, Duties: Initial Secretary for the sole purpose of being on a committee that helps form the foundation. At that point an acting board of directors will be nominated. I*2267288, Entity Type: , Name of OBA: M S, Address: Seattle, Washington, 98107, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-17 |
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