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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2007-11-13 |
| TX | RA | APPROVED_RES | 1999-04-08 |
Branch Locations
500 Broadway Street, Vancouver, WA 98660 • United States
Vancouver, WA • 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 | 09/1989 | Present |
| Bank Of America, N.A. | Portland | OR | 12/2009 | Present |
I*75859 NON-PROFIT ORGANIZATION: DONATE LIFE NORTHWEST INVESTMENT RELATED: N ADDRESS: PORTLAND, OREGON 97201 NATURE OF BUSINESS: CHARITABLE ORGANIZATION POSITION: ADVISORY BOARD MEMBER START DATE OF RELATIONSHIP: 10/15/2014 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-08 |
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