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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-15 |
| WA | RA | APPROVED | 2016-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, Na | Bellevue | WA | 09/2010 | 10/2016 |
| Morgan Stanley | Bellevue | WA | 09/2010 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2016 | Present |
| Bank Of America, N.A. | Bellevue | WA | 10/2016 | Present |
I*7444 For profit or not for profit: Name of outside business organization: April Ylvisaker Investment related: Address of business: Portland, Maine 4102 Nature of business: , Position, title, association: , Start date of relationship: 12/15/2018 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*801232 For profit or not for profit: Entity Charitable Name of outside business organization: HealthPoint Cares Foundation Investment related: N Address of business: Renton, Washington, 98057 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 5/2/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Entity formed to fundraise and support HealthPoint, a Community Health Center
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-23 |
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