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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-26 |
| ID | RA | APPROVED | 2013-01-07 |
| WA | RA | APPROVED | 2010-08-23 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/2010 | Present |
| Bank Of America, N.A. | Bellevue | WA | 07/2011 | Present |
I*: 2159262Entity Type: For ProfitName of OBA: Sun Valley CompanyAddress: Sun Valley, Idaho 83353Investment Related: NoPosition, Title, Association: EmployeeEmployee Start Date: 01/13/2025Number of Hours: 20 hrs wklyNumber of Hours during trading: 10 hrs wkly Duties: Race competition set up on the mountain - physical labor I*2725262, Entity Type: Entity For Profit, Name of OBA: Black dog digs llc, Address: sun valley, Idaho, 83353, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/12/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: oversee property manager rental I*2726261, Entity Type: Entity For Profit, Name of OBA: black dog digs, Address: sun valley, Idaho, 83353, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/12/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: oversee property manager rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-09 |
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