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Curtis M Geathers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellevue, WA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-29
WA RA APPROVED 2023-09-08
  • TX RA
    APPROVED
    Since 2023-11-29
  • WA RA
    APPROVED
    Since 2023-09-08

Branch Locations

10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Olympia WA 03/2023 Present
Girard Wood Products Olympia WA 06/2022 09/2022
The Wave Car Wash Tumwater WA 06/2021 09/2021
Dominos Pizza Olympia WA 06/2019 02/2020
Swire Coca Cola Olympia WA 06/2018 09/2018
Tumwater High School Tumwater WA 04/2013 09/2018
University Of Puget Sound Tacoma WA 08/2018 05/2023
Bank Of America, N.A. Olympia WA 06/2023 Present
  • 03/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Olympia, WA
  • 06/2022 → 09/2022
    Girard Wood Products
    Olympia, WA
  • 06/2021 → 09/2021
    The Wave Car Wash
    Tumwater, WA
  • 06/2019 → 02/2020
    Dominos Pizza
    Olympia, WA
  • 06/2018 → 09/2018
    Swire Coca Cola
    Olympia, WA
  • 04/2013 → 09/2018
    Tumwater High School
    Tumwater, WA
  • 08/2018 → 05/2023
    University Of Puget Sound
    Tacoma, WA
  • 06/2023 → Present
    Bank Of America, N.A.
    Olympia, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-25
  • S66 Uniform Combined State Law Examination
    2023-08-25
Other Names
  • Cj M Geathers
  • Cj Morrell Geathers
  • Curtis M Geathers

View on SEC IAPD

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Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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