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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-11-30
TX RA APPROVED_RES 2015-03-31
CA RA APPROVED 2015-03-11
  • WA RA
    APPROVED
    Since 2020-11-30
  • TX RA
    APPROVED_RES
    Since 2015-03-31
  • CA RA
    APPROVED
    Since 2015-03-11

Branch Locations

500 Broadway Street, Vancouver, WA 98660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Pierce, Fenner & Smith Portland OR 05/2014 Present
Bank Of America, N.A. Portland OR 08/2023 Present
  • 05/2014 → Present
    Merrill Lynch Pierce, Fenner & Smith
    Portland, OR
  • 08/2023 → Present
    Bank Of America, N.A.
    Portland, OR
Other Businesses

I*4583303 Entity Type: Entity Charitable Name of OBA: Firehouse Elite Booster Oregon, Inc Address: Oregon City, Oregon, 97045 Investment Related: No Position, Title, Association: Officer Employee Start Date: 06/01/2026 Number of Hours: 6, Monthly Number of Hours during trading: 0, Monthly Duties: 501c3 Non Profit Booster Club serving local competitive cheerleader program in Oregon to help offset costs of training and provide access to cheer for local youth. Serve a vice president and assist with operations in regards to fundraising opportunities, community service projects and communication with members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-10
  • S66 Uniform Combined State Law Examination
    2015-03-10
Other Names
  • Christie Marie Daniels

View on SEC IAPD

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