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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
| WA | RA | APPROVED | 2025-04-10 |
Branch Locations
2800 Ne 125Th St, Seattle, WA 98125 • United States
2010 Nw Market, Seattle, WA 98107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Portland | ME | 12/2021 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Portland | ME | 12/2021 | 02/2023 |
| Bank Of America | Seattle | WA | 06/2019 | 05/2021 |
| Infiniti Of Bellevue | Bellevue | WA | 10/2018 | 07/2019 |
| Key Bank | Portland | ME | 05/2017 | 05/2018 |
| Unemployed | Portland | ME | 08/2016 | 04/2017 |
| Unemployed | Portland | ME | 06/2018 | 09/2018 |
| Unemployed | Seattle | WA | 06/2021 | 11/2021 |
| Edward Jones | St. Louis | MO | 03/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 03/2025 | Present |
| Unemployed | Seattle | WA | 10/2024 | 02/2025 |
| Bank Of America, N.A. | Seattle | WA | 06/2025 | Present |
I*: 2292281 Entity Type: For Profit Name of OBA: Accord Group LLC Address: Seattle, WA 98121 Investment Related: no Position, Title, Association: Owner Employee Start Date: 22-Nov-2024 No Hours: 10 hrs mthly No Hours during trading: 0 Duties: its a small business I established in 2024 dealing with procurement and logistics solutions for clients. My role is to research and find opportunities. Part time work I do on the side. Spend 5-10 hours a month on it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-25 |
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