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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| WA | RA | APPROVED | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Bellevue | WA | 09/2022 | 03/2023 |
| Dignity Memorial | Bellevue | WA | 02/2021 | 06/2021 |
| Unemployed | Bellevue | WA | 06/2015 | 01/2021 |
| Unemployed | Bellevue | WA | 06/2021 | 10/2021 |
| The Prudential Insurance Company Of America | Bellevue | WA | 03/2023 | 03/2023 |
| Nylife Securities, Llc | Bellevue | WA | 10/2023 | 01/2024 |
| New York Life Insurance Company | Bellevue | WA | 01/2024 | 03/2025 |
| Bankers Life And Casualty | Bellevue | WA | 08/2023 | 01/2024 |
| Unemployed | Bellevue | WA | 03/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 03/2025 | Present |
| Alderwoods | Bellevue | WA | 02/2021 | 06/2021 |
| Leafguard | Bellevue | WA | 10/2021 | 10/2021 |
| Ups | Bellevue | WA | 11/2019 | 12/2021 |
| Bank Of America, N.A. | Bellevue | WA | 04/2025 | Present |
| Four Elementz | Bellevue | WA | 10/2021 | 02/2023 |
I*3097292 Entity Type: Charitable Name of OBA:Newport High School Parent Teacher Student Association Address:Bellevue Washington Investment Related:No Position, Title, Association:No Start Date:No No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:a) A sitting board member. b) Approving grant request for Newport High School academic enrichment projects. c) Signor of outgoing checks for fund raising projects
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
| S66 | Uniform Combined State Law Examination | 2023-02-09 |
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