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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2012-07-19 |
Branch Locations
Powell Butte, OR • United States
6000 Meadows Rd, Lake Oswego, OR 97035 • United States
755 Sw Bonnett Way, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Oswego | OR | 09/1992 | Present |
| Bank Of America, Na | Lake Oswego | OR | 12/2009 | Present |
I*3034285Entity Type: N/AName of OBA:Rental Property 1Address:Portland ORInvestment Related:NoPosition, Title, Association:Co-owner with other family membersStart Date:11/30/2025No Hours: 4 MonthlyNo Hours during trading:0 MonthlyDuties:N/A I*3500266, Entity Type: , Name of OBA: Mr M A T, Address: Powell Butte, Oregon, 97753, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/09/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-12 |
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