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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-19 |
| WA | RA | APPROVED | 2024-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 10/2022 | Present |
| Fedex Corporation | Tacoma | WA | 03/2023 | 05/2023 |
| Geico (Government Employees Insurance Corporation) | Renton, Wa | WA | 10/2017 | 10/2022 |
| Conduent (Formerly Xerox) | Federal Way | WA | 12/2016 | 10/2017 |
| Aafes (Army & Air Force Exchange Service) | Joint Base Lewis-Mcchord | WA | 08/2012 | 12/2016 |
| Louisiana State University In Shreveport | Shreveport | LA | 05/2021 | 05/2022 |
| University Of Phoenix | Phoenix | AZ | 06/2018 | 05/2020 |
| City University Of Seattle | Seattle | WA | 01/2016 | 06/2018 |
I*1720259Entity Type: For ProfitName of OBA: VIVI Co. (tbd)Address:Auburn, WAInvestment Related:NoPosition, Title, Association:General Partner/Managing Member,OwnerEmployee Start Date:02/24/2024No Hours: 20 WeeklyNo Hours during trading:0Duties:E-commerce. Facilitate operational flow. I*1719264Entity Type: For ProfitName of OBA: Paper Kite Publishing/Publications*(Self/Sole Prop to start)Address:Auburn, WAInvestment Related:NoPosition, Title, Association:General Partner/Managing Member,Employee,OwnerEmployee Start Date:02/21/2024No Hours: 15 MonthlyNo Hours during trading:0 I*4745315, Entity Type: Entity Charitable, Name of OBA: Sammamish High School Boosters, Address: Bellevue, Washington, 98005, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 09/02/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Board Member (Associative duties of either a VP or Board Secretary. Nothing finalized because have been pending approval prior to participating in further discussion and have already missed meetings so they're giving me the summer to receive approvals before participating in a meeting to formally get voted in etcetera). "To make Sammamish High School the best place for our kids to experience high school!...formerly STEPS...fundraises and provides administrative support to sports and club booster groups, and sells Spirit Wear. We are a parent group whose purpose is to encourage, promote and support access to cultural, social, academic and athletic activities at Sammamish High School"...Boosters accomplishes this purpose by providing administrative and fundraising support for school groups, clubs, and sports teams under our umbrella or those lacking a parent booster group. Funds for grants are primarily raised through Sammamish merchandise sales and donations. Boosters is a great way for you to make a difference at Sammamish, meet other families, and get to know the students, teachers and administrators."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
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