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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-05-23 |
| WA | RA | APPROVED | 1994-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynnwood | WA | 09/1993 | Present |
| Bank Of America Na | Everett | WA | 01/2011 | Present |
I*3115266Entity Type: CharitableName of OBA: Snohomish Education FoundationAddress: Snohomish, Washington, 98290Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 11/13/2025Number of Hours: 8, MonthlyNumber of Hours during trading: 0Duties: Support public education in the Snohomish School District Board member. Strategy and governance. General good-idea guy. I*3742300, Entity Type: , Name of OBA: E K CMA, Address: Snohomish, Washington, 98290, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 02/09/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
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