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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-13 |
| WA | RA | APPROVED | 2018-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 07/2017 | Present |
| University Of Washington Bothell | Bellevue | WA | 01/2016 | 06/2017 |
| Bank Of America, N.A. | Seattle | WA | 02/2018 | Present |
I*1558288For profit or not for profit: Entity CharitableName of outside business organization: Housing HopeInvestment related: NAddress of business: Everett, Washington, 98203, United StatesNature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 11/1/2023Number of hours devoted: 20 hour(s) YearlyNumber of hours devoted during trading hours: 10Duties: , East County Regional Board member. We meet monthly to offer advice and recommendations to agency staff and the Board of Directors on local needs and priorities for development, programs and strategic goals. We raise awareness of Housing Hope within our region and participate in efforts to raise funds that support motivated homeless families.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-05 |
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