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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene | OR | 02/2023 | Present |
| Threshold Fitness | Eugene | OR | 09/2016 | 02/2023 |
| Carpe Diem | Eugene | OR | 09/2011 | 09/2016 |
| Oakway Fitness | Eugene | OR | 09/2019 | 08/2021 |
I*1184361 Entity Type: For Profit Name of OBA: Threshold Fitness Inc. Address:Eugene, OR, 97401 Investment Related:No Position: Treasurer, Owner Title: Treasurer, Owner Association: Treasurer, Owner Employee Start Date:02/28/2012 No Hours: No Hours during trading:0 Duties:I own 50% of a small gym in Eugene Oregon. I will retain ownership for a little while until I am fully established with Merrill Lynch. I help with Quickbook entries and general office and document organization and preparation for payroll and taxes utilizing a payroll specialist and a Certified CPA. I don't officially do the final payroll or the taxes, I just organize the documents and information for our specialist to do that according to the tax laws. I may be compensated a very little amount quarterly based on my involvement with the bookkeeping although I am currently finding my replacement. I am compensated with a gym membership for general upkeep like inventory, supplies and general errands to keep the business running smoothly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
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