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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-28 |
| WA | RA | APPROVED | 2017-12-26 |
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 | 08/2017 | Present |
| Seattle Seahawks Football Northwest Llc | Renton | WA | 10/2011 | 05/2017 |
| Unemployed | Seattle | WA | 05/2017 | 08/2017 |
| Bank Of America, N.A | Seattle | WA | 01/2018 | Present |
I*4099268Entity Type: Fiduciary roleName of OBA: S. P.Address: Seattle, Washington, 98112Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 03/19/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild I*4165265, Entity Type: , Name of OBA: S P TOD BENEFICIARIES ON FILE , Address: Seattle, Washington, 98112, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/26/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4165266, Entity Type: , Name of OBA: S P TOD BENEFICIARIES ON FILE , Address: Seattle, Washington, 98112, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/26/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4165267, Entity Type: , Name of OBA: S P TOD BENEFICIARIES ON FILE , Address: Seattle, Washington, 98112, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/26/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4165269, Entity Type: , Name of OBA: MLPF& S CUST FPO S P IRA FBO S P, Address: Seattle, Washington, 98112, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/26/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4165270, Entity Type: , Name of OBA: MLPF& S CUST FPO S P IRA FBO S P, Address: Seattle, Washington, 98112, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/26/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4778301, Entity Type: , Name of OBA: R E. M and K J. B M 2019 Revocable Trust, Address: Paso Robles, California, 93446-7194, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 07/01/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5122274, Entity Type: , Name of OBA: R E. M and K J. B M 2019 Revocable Trust, Address: Paso Robles, California, 93446, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/28/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5392268, Entity Type: , Name of OBA: B T P TTEE M M TTEE U/A DTD 04/24/2019 , Address: Seattle, Washington, 98199, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/10/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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