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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-17 |
| CA | RA | APPROVED | 2018-03-09 |
Branch Locations
1211 Sw 5Th Ave, Portland, OR 97204 • United States
401 Union St, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 08/2014 | Present |
| Bank Of America, N.A. | Mill Valley | CA | 08/2014 | Present |
I*926259 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: DUNDEE, Oregon, 97115 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/2/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-08 |
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