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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-26 |
| WA | RA | APPROVED | 2017-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 08/2016 | Present |
| Bank Of America, N.A. | Tacoma | WA | 09/2018 | Present |
I*137983 For profit or not for profit: For-Profit Organization Name of outside business organization: PNW Med, LLC Investment related: N Address of business: Tacoma, Washington 98443 Nature of business: LLC, Compensation for Activity: Y Position, title, association: General Partner, Start date of relationship: 5/24/2021 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The entity is a restaurant franchise. My role would be general partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
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