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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-23 |
| WA | RA | APPROVED | 2018-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isagenix | Puyallup | WA | 08/2016 | Present |
| Jpmorgan Chase Bank | Tumwater | WA | 08/2016 | 01/2018 |
| Jp Morgan Securities Llc | Tumwater | WA | 08/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bonney Lake | WA | 01/2018 | Present |
| Bank Of America, N.A. | Bonney Lake | WA | 01/2018 | Present |
I*: 1709291 Entity Type: Name of OBA: Parents for Cascade: Casacade Christian Puyallup ELC Address: Puyallup, WA Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/20/2024 Number of Hours: 1 hr weekly Number of Hours during trading: 0 Duties: Parent support group- they need help setting up banking things. The role I will have is a general parent volunteer as well as occasionally paying for things using a debit card on behalf of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-17 |
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