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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| WA | RA | APPROVED | 2025-11-17 |
Branch Locations
401 Union St, Seattle, WA 98101 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freestone Capital Management, Llc | Seattle | WA | 08/2011 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 03/2025 | Present |
| Verus Advisory, Inc. | Seattle | WA | 06/2019 | 03/2025 |
| Employment Gap. | Seattle | WA | 02/2019 | 06/2019 |
| Bank Of America, N.A | Seattle | WA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
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