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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-30 |
| CA | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Valley | AZ | 12/2022 | Present |
| Bank Of America | Port Orchard | WA | 02/2009 | 12/2018 |
| Duryea Enterprises Dba Premium Quality Hay & Feed | Onalaska | WA | 11/2020 | 09/2021 |
| Homemaker | Ocean Shores | WA | 10/2021 | 11/2022 |
| Homemaker | Onalaska | WA | 01/2019 | 10/2020 |
| Bank Of America N.A. | Green Valley | AZ | 03/2023 | Present |
I*1603268 Name of OBA: Rental Property 1 Address: Port Orchard, Washington Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 03/07/2019 No Hours: 0 No Hours during trading: 0 Duties: Sole owner of rental property I*3639294 Entity Type: Charitable Name of OBA: DAV Auxiliary Address: Sahuarity, Arizona, 85629 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/14/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: The DAV Auxiliary -Sahuarita/Green Valley is being formed to help improve the lives of Disabled American Veterans who reside in South of Tucson, AZ. organize community projects to assist disable veterans areas of moving residences, raising donations to supply home furnishings, provide mobility/transportation for medical needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-29 |
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