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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-22 |
| CA | RA | APPROVED | 2017-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Albany | OR | 01/2015 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salem | OR | 09/2017 | Present |
| Bank Of America, N.A. | Salem | OR | 11/2017 | Present |
I*1807272 Entity Type: N/A Name of OBA: Rental Property 1 Address:Salem, GA Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:04/24/2024 No Hours: 10 Yearly No Hours during trading:0 Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-22 |
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