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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-12 |
| WA | RA | APPROVED | 2015-02-04 |
| CA | RA | APPROVED | 2014-12-18 |
Branch Locations
101 E 6Th Street, Vancouver, WA 98660 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vancourver | WA | 09/2014 | Present |
| Bank Of America, N.A. | Vancouver | WA | 09/2014 | Present |
I*2110265, Entity Type: Fiduciary, Name of OBA: P L. M, Address: Vancovuer, Washington, 98683, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 27-Nov-2024, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2178310, Entity Type: , Name of OBA: The P L M Living Trust, Address: Vancouver, Washington, 98682, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 30-Dec-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2251289, Entity Type: , Name of OBA: B M TTEE U/A DTD 11/17/2004 H & M TRUST, Address: Vancouver, Washington, 98683, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 20-Mar-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2251290, Entity Type: , Name of OBA: P L M TOD BENEFICIARIES ON FILE , Address: vancouver, Washington, 98683, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10-Dec-2024, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-17 |
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