Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-20
CA RA APPROVED 2024-04-16
  • TX RA
    APPROVED
    Since 2024-06-20
  • CA RA
    APPROVED
    Since 2024-04-16

Branch Locations

6000 Meadows Rd, Lake Oswego, OR 97035 • 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 Hillsboro OR 12/2023 Present
Broad Arrow Group Portland OR 12/2022 12/2023
Unemployed Portland OR 08/2022 11/2022
Outer Inc. Portland OR 01/2022 07/2022
Unemployed Portland OR 08/2021 12/2021
Rfl Group Lake Oswego OR 09/2020 07/2021
Unemployed Portland OR 04/2020 08/2020
Rm Sotheby's Culver City CA 03/2020 04/2020
Unemployed Portland OR 01/2020 02/2020
Wells Fargo Home Mortgage Lake Oswego OR 08/2018 01/2020
Stone Bridge Realty Lake Oswego OR 01/2018 08/2018
Keller Williams Portland Premiere Lake Oswego OR 04/2014 01/2018
Bank Of America, N.A. Hillsboro OR 02/2024 Present
  • 12/2023 → Present
    Hillsboro, OR
  • 12/2022 → 12/2023
    Broad Arrow Group
    Portland, OR
  • 08/2022 → 11/2022
    Unemployed
    Portland, OR
  • 01/2022 → 07/2022
    Outer Inc.
    Portland, OR
  • 08/2021 → 12/2021
    Unemployed
    Portland, OR
  • 09/2020 → 07/2021
    Rfl Group
    Lake Oswego, OR
  • 04/2020 → 08/2020
    Unemployed
    Portland, OR
  • 03/2020 → 04/2020
    Rm Sotheby's
    Culver City, CA
  • 01/2020 → 02/2020
    Unemployed
    Portland, OR
  • 08/2018 → 01/2020
    Wells Fargo Home Mortgage
    Lake Oswego, OR
  • 01/2018 → 08/2018
    Stone Bridge Realty
    Lake Oswego, OR
  • 04/2014 → 01/2018
    Keller Williams Portland Premiere
    Lake Oswego, OR
  • 02/2024 → Present
    Bank Of America, N.A.
    Hillsboro, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-28
  • S66 Uniform Combined State Law Examination
    2024-03-28
Other Names
  • Jeffrey Inglis
  • Jeff Inglis
  • Jeffrey Mark Inglis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lake Oswego, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor