Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-28
WA RA APPROVED 2022-04-11
  • TX RA
    APPROVED
    Since 2022-06-28
  • WA RA
    APPROVED
    Since 2022-04-11

Branch Locations

19255 Jensen Way Ne, Poulsbo, WA 98370 • United States

1200 Hildebrand Ln Ne, Bainbridge, WA 98110 • United States

2100 Sw 336Th St, Federal Way, WA 98023 • 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 Incorporated Seattle WA 11/2021 Present
Bank Of America N.A. Seattle WA 02/2016 11/2021
Bank Of America N.A. Seattle WA 11/2021 Present
Other Businesses

I*1006280For profit or not for profit: Entity For ProfitName of outside business organization: DOORDASHInvestment related: NAddress of business: San Francisco, CaliforniaNature of business: ["Corporation"]Position, title, association: ["Employee"], Start date of relationship: 1/1/2018Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0Duties: , I pick up food from restaurants and shops and deliver it to customers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2022-04-08

View on SEC IAPD

More in Poulsbo, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor