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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-24 |
| CA | RA | APPROVED | 2022-02-28 |
| WA | RA | APPROVED | 2021-11-02 |
Branch Locations
1 disclosure category 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 | Portland | OR | 04/1998 | Present |
| Bank Of America,N.A. | Portland | OR | 06/2011 | Present |
FORMED LLC WITH PARTNER NEVER DONE ANY BUSINESS AT ALL. I*484374, Entity Type: , Name of OBA: POA for Wife; POA for son, Address: Vancouver, Washington, 98661, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/28/2013, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-19 |
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