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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-03 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2019 | 04/2021 |
| Bank Of America, N.A. | Bellevue | WA | 10/2019 | 04/2021 |
| Wells Fargo | Seattle | WA | 08/2016 | 09/2019 |
| Ubs | Bellevue | WA | 04/2021 | 04/2026 |
| Extended Travel | Seattle | WA | 04/2026 | 06/2026 |
| Sequoia Financial Group | Akron | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
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