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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-30 |
| CA | RA | APPROVED | 2023-05-03 |
Branch Locations
6000 Meadows Rd, Lake Oswego, OR 97035 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Aloha | OR | 12/2018 | 02/2023 |
| Los Altos United Methodist Preschool | Long Beach | CA | 09/2011 | 07/2018 |
| Rover | Long Beach | CA | 01/2016 | 01/2019 |
| Key Investment Services | Aloha | OR | 02/2022 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tigard | OR | 02/2023 | Present |
| Bank Of America, N.A. | Tigard | OR | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-28 |
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