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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
| WA | RA | APPROVED | 2025-06-18 |
Branch Locations
601 W Riverside Ave Pbig - Spokane Private Wealth, Spokane, WA 99201 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hart Capital Management, Inc | Spokane | WA | 05/2016 | 02/2018 |
| Malde Capital Management, Llc | Spokane | WA | 09/2017 | 08/2024 |
| Malde Capital Management, Llc | Spokane | WA | 03/2018 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 08/2024 | Present |
| Bank Of America, N.A. | Spokane | WA | 09/2024 | Present |
Name: Big Brothers Big Sisters of the Inland Northwest Endowment F Not Investment Related Address: Spokane, Washington Nature: Charitable Organization Your position: Board Member Title, or relationship: Board Member Start date: 01-Jan-2017 Approximate number of hours: 6 Yearly Number of hours you devote during securities trading hours: 0 Briefly describe your duties: I am a member of the board of the endowment fund. The board oversees a third-party investment manager for the investment assets. My responsibilities are to attend meetings and help oversee the operations of the endowment fund. Name: Big Brothers Big Sisters of the Inland Northwest Not Investment Related Address: Spokane, Washington Nature:Charitable Organization Your position: Board Member Title, or relationship: Board Member Start date: 01-Jan-2018 Approximate number of hours/month: 2 Number of hours you devote during securities trading hours: 0 Briefly describe your duties: Big Brothers Big Sisters of the Inland Northwest provides mentoring to at-risk kids. I am a volunteer board member of this entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-17 |
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