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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-14 |
| WA | RA | APPROVED | 2024-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Everett | WA | 05/2024 | Present |
| U.S. Bank | Seattle | WA | 01/2022 | 05/2024 |
| J.P. Morgan Chase | Issaquah | WA | 04/2021 | 01/2022 |
| Amazon Prime | Bellevue | WA | 11/2020 | 06/2021 |
| Northwest University | Kirkland | WA | 08/2017 | 07/2020 |
| Positive Ally | Redmond | WA | 01/2020 | 03/2021 |
| Between Jobs | Bellevue | WA | 07/2016 | 08/2017 |
| Northwest University | Kirkland | WA | 09/2018 | 04/2020 |
| Bank Of America, N.A. | Everett | WA | 07/2024 | Present |
I*1865300, Entity Type, Name of OBA: Rental Property 1, Address: Renton, WA, 98056, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 09/01/2023, No Hours: 24hrs/Annually, No Hours during trading: 0, Duties: Landlord. I*2434304, Entity Type: , Name of OBA: Rental Property 2, Address: San Diego, California, 92126, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 06/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
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