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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-30 |
| WA | RA | APPROVED | 2019-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Everett | WA | 08/2013 | 01/2018 |
| Bank Of America, N.A. | Everett | WA | 01/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Everett | WA | 05/2019 | Present |
| Kestrel Vintners | Woodinville | WA | 02/2018 | 06/2018 |
| Ymca Of Snohomish County | Everett | WA | 04/2018 | 05/2019 |
| North Sound Valuation | Mukilteo | WA | 04/2018 | 10/2018 |
| Integrity Mortgage Group | Mount Vernon | WA | 10/2018 | 04/2019 |
| Central Washington University | Ellensburg | WA | 01/2015 | 12/2018 |
| Bank Of America, N.A. | Everett | WA | 06/2019 | Present |
I*504922, Name of OBA: G Ave Unit B304 Address: Everett, WA Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 11/1/2020 No Hours: 2 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-22 |
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