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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2024-11-14
HI RA APPROVED 2020-03-05
TX RA APPROVED 2012-05-07
WA RA APPROVED 2010-08-09
  • AK RA
    APPROVED
    Since 2024-11-14
  • HI RA
    APPROVED
    Since 2020-03-05
  • TX RA
    APPROVED
    Since 2012-05-07
  • WA RA
    APPROVED
    Since 2010-08-09

Branch Locations

10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 05/2010 Present
Bank Of America, N.A. Seattle WA 08/2010 Present
Other Businesses

I*105421For profit or not: For-Profit Org .Name of OBA: Damask Ventures LLCInvest.related: NAddr of business: Mountlake Terrace, WA 98043Nature of business: LLC, Position, title, assoc.: Owner, Start dt of relationship: 5/19/2017, Hrs devoted: 3 hour(s) AnnlyHrs devoted during trading hours: 0Duties:holding company for any pvt securities/angel/startup invest. that I may make in the future. This LLC is 100% owned by Stendrekar HoldingsFor profit or not for profit: For-Profit Org. Name of outside business org.: Investors Agency Management, Inc.Invest. related: NMountlake Terrace, WA 98043Nature of business: Corp., Position, title, assoc: Officer, Start date of relationship: 05/19/2017Hrs devoted: 5 hour(s) Mtly, Annual trading hr: 0, Duties: Estate planning, Manager and Reg Agent for Stendrekar Holdings LLC I*125673For profit or not for profit: For-Profit Org.Chain Lake Express Wash LLCInvestment related: Nmountlake Terrace, WA 98043lLC,Position, title, assoc.: , Start dt of relationship: 8/6/2019No of hrs devoted: 5 hour(s) MonthlyNo of hrs devoted during trading hours: 0Build and operate a car wash. Responsibility is in pre-construction site development (hiring and working with engineers, architects, etc), Arranging financing for construction, and overseeing operations and bookkeeping after construction I*128488For profit or not for profit: For-Profit Org: Hiwa Lani LLC, Mountlake Terrace, WA 98043, LLC, Owner, Hrs. devoted:10 hrs. Annuly, Trading hrs devoted: 0 Hawaii DBA entity for Stendrekar Holdings LLC semi annual review of financial statements and taxes, making tax payments, authorizing other expense pmtsI*992241,Entity For Profit, Clam Cove Holding N Ketchikan, AK, 99901 LLC Owner 9/1/22 0 hrs Hold residentia real estate for rental & develop I*,1738300Entity Type, For ProfitName of OBA: Grant Ave Partners LLCAddress:Blaine,washington,98230Investment Related:noPosition, Title, Association: General Partner/Managing MemberEmployee Start Date:03/18/2024No Hours:3 monthlyNo Hours during trading:0Duties: Tunnel Car Wash business, oversight of business administration and strategy I*992241Entity Type: Entity For ProfitName of OBA: Clam Cove Holdings LLCAddress: Ketchikan, Alaska, 99901Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 09/19/2022Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: wholly owned subsidiary of Stendrekar Holdings LLC for purpose of holding raw land in Alaska for future development. Ownership, financial oversight, review tax filings I*386653Type: For ProfitName: J&W Residential LLCAddress: Everett, WAInvestment: NoAssociation: Officer,OwnerStart Date: 5/8/17Hours: 10, MonthHours during trading: 0, MonthDuties: Real Estate development and construction company I*445708Type: For ProfitName: Stendrekar Holdings LLCAddress: Brier, WAInvestment: NoAssociation: Officer,General Partner/Managing Member,OwnerStart Date: 4/5/10Hours: 10, YearHours during trading: 0, YearDuties: Holding Company for private investments `I*1312300Entity: For ProfitName: Elden Loop Development LLCAddress: Ketchikan, AKInvestment: NoAssociation: OwnerStart Date: 4/4/23Hours: 1, YearHours during trading: 0, YearDuties: Residential real estate development. subsidiary of Clam Cove Holdings LLC and J&W Residential LLC. I*4510286, Entity Type: Entity For Profit, Name of OBA: BD Development Partners LLC, Address: Ketchikan, Alaska, 99901, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Owner, Employee Start Date: 12/07/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Ownership, financial oversight, key decisions with company management JV subsidiary of Clam Cove Holdings LLC and J&W Residential LLC. Formed for the purpose of developing, building, and selling 7 townhomes in Ketchikan, AK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-06
  • S66 Uniform Combined State Law Examination
    2010-08-06
Other Names
  • Jeffrey Miller

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