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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-13 |
| CA | RA | APPROVED | 2020-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Oswego | OR | 06/2019 | Present |
| Bank Of America N.A. | Lake Oswego | OR | 06/2019 | Present |
| Unemployed | Beaverton | OR | 06/2017 | 06/2019 |
| Bank Of America | Sherwood | OR | 10/2016 | 06/2017 |
| Bank Of America | Hillsboro | OR | 04/2013 | 10/2016 |
I*872318 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Beaverton, Oregon, 97003 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/5/2015 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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