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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-05 |
| WA | RA | APPROVED | 2024-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Vancouver | WA | 12/2021 | 06/2022 |
| Leading Edge Productions, Inc. | Palm Springs | CA | 11/2021 | 12/2021 |
| Unemployed | Vancouver | WA | 03/2020 | 11/2021 |
| Reality Engineering Solutions, Llc (Formerly Reality Engineering | Camas | WA | 10/2011 | 05/2020 |
| Securities America, Inc. / City Fiduciary Group | Vancouver | WA | 05/2022 | 01/2023 |
| Unemployed | Vancouver | WA | 01/2023 | 04/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2023 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Vancouver | WA | 07/2023 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vancouver | WA | 01/2024 | Present |
| Bank Of America, N.A. | Vancouver | WA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-03 |
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