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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-04-25 |
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 | 03/2016 | Present |
| Bank Of America, N.A. | Seattle | WA | 03/2016 | Present |
I*843252 For profit or not for profit: Entity For Profit Name of outside business organization: JSM Partners Investment related: N Address of business: Memphis, Tennessee, 38112 Nature of business: ["General Partnership"] Position, title, association: ["Owner"], Start date of relationship: 5/27/2022 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Passive Partner in investment vehicle with my siblings. I will have regular responsibilities. This entity is a vehicle for for outside investing. It is understood that each future investment will need approval. I*93352 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: A H SCHOLARS INVESTMENT RELATED: N ADDRESS OF BUSINESS: SEATTLE, WASHINGTON 98119 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/14/2013 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: HAMILTON SCHOLARS IS AN ORGANIZATION THAT FINDS STUDENTS AND HELPS THEM TRANSITION FROM HIGH SCHOOL TO COLLEGE AND BEYOND. THE FOCUS IN ON HIGH ACHIEVING, UNDERPRIVILEGED YOUTH. I HAVE BEEN A BOARD MEMBER FOR APPROXIMATELY 4 YEARS. I*1451265 For profit or not for profit: Entity For Profit Name of outside business organization: Lynch Family Investments General Partnership Investment related: N Address of business: Destin, Florida, 32541, United States Nature of business: ["General Partnership"] Position, title, association: ["Other"], Start date of relationship: 9/29/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Limited Partner, 25% voting rights, no daily responsibilities, GP Is set up as an estate planning tool that will invest in multi family development projects. I will be a limited partner. I*5035280, Entity Type: , Name of OBA: A K L IRREV Trust dated Dec 27th 2016, Address: Bainbridge Island, Washington, 98110, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 12/27/2016, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-19 |
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