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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-23 |
| WA | RA | APPROVED | 2018-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Bellevue | WA | 09/2017 | 04/2018 |
| Mml Investors Services | Bellevue | WA | 11/2017 | 04/2018 |
| Meyler Legal, Pllc | Seattle | WA | 02/2017 | 09/2017 |
| Schlemlein Goetz Fick & Scruggs | Seattle | WA | 01/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 04/2018 | Present |
| Bank Of America, N.A. | Seattle | WA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-01 |
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