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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-26 |
| WA | RA | APPROVED | 2021-12-22 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Salem | OR | 07/2016 | 01/2020 |
| Key Investment Services | Salem | OR | 08/2016 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-08 |
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