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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WA | RA | APPROVED | 2026-01-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 06/2025 | Present |
| Timberland Bank | Tacoma | WA | 11/2023 | 06/2025 |
| Bank Of America | Tacoma | WA | 01/2018 | 11/2023 |
| Us Bank | Tacoma | WA | 12/2016 | 01/2018 |
| Alliance Marketing Firm | San Diego | CA | 06/2016 | 12/2016 |
| Bank Of America | San Diego | CA | 09/2013 | 06/2016 |
| Café Elite | Lakewood | WA | 04/2022 | 04/2022 |
| Bank Of America, N.A. | Tacoma | WA | 12/2025 | Present |
I* 2599264, Entity Type Entity For Profit, Name of OBA: door dash Address: san franciscoCalifornia94107 Investment Related: No Position, Title, Association:Consultant/Independent Contractor Employee Start Date: 06/01/2023 No Hours: 0 No Hours during trading: 0 Duties:I was picking up.driving food to houses, Food Courier
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
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