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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-14 |
| CA | RA | APPROVED | 2023-02-08 |
Branch Locations
400 4Th St, Lake Oswego, OR 97034 • United States
21750 S Salamo Rd, West Linn, OR 97068 • United States
16209 Bryant Rd, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 11/2017 | Present |
| Willamette Lutheran Retirement Community | Keizer | OR | 01/2016 | 08/2017 |
| Mcnary High School | Keizer | OR | 09/2014 | 06/2017 |
| Hitchin&Post | Salem | OR | 09/2017 | 11/2017 |
| Bank Of America N.A. | Portland | OR | 12/2022 | Present |
I*3717267 Entity Type: N/A Name of OBA: Rental Property 1 Address: Wilsonville, Oregon, 97070 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 02/05/2026 Number of Hours: 0, Monthly Number of Hours during trading: 0, Monthly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-07 |
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