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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-03-11 |
| WA | RA | APPROVED | 2000-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 06/1993 | Present |
| Bank Of America,Na | Seattle | WA | 11/2009 | Present |
I*21778For profit or not for profit: For-Profit OrganizationName of outside business organization: Shoreline Rental HouseInvestment related: NAddress of business:Shoreline, Washington 98133Nature of business: Other,Rental HousePosition, title, association: Owner, Start date of relationship: 10/1/2007Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Other I*2781281, Entity Type, Name of OBA: MFW Address: Redmond, Washington 98052 Investment Related: No Position, Title, Association: Executor Employee Start Date: 08/22/2025 No Hours: 6 yearly No Hours during trading: 0 Duties: I*2782279, Entity Type, Name of OBA: AIW Address: Redmond, Washington 98052 Investment Related: No Position, Title, Association: Executor Employee Start Date: 08/22/2025 No Hours: 6 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-21 |
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