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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-19 |
| WA | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2009 | Present |
| Bank Of America, N.A. | Bellevue | WA | 05/2011 | Present |
I*1547313 For profit or not for profit: Entity For Profit Name of outside business organization: 211 Avenue Bellevue, LLC Investment related: N Address of business: Bellevue, Washington, 98006, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 10/5/2023 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Managing member of LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-07 |
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