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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
| WA | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Maple Valley | WA | 07/2024 | Present |
| Farmers Insurance | Issaquah | WA | 05/2023 | 05/2024 |
| Svn Cornerstone Commercial Real Estate | Spokane | WA | 08/2023 | 01/2024 |
| Ten Capital Wealth Advisors | Spokane | WA | 06/2023 | 07/2023 |
| Gonzaga University Athletics Program | Spokane | WA | 09/2020 | 05/2024 |
| Oakland Athletics/Athletics Investment Group Llc | Oakland | CA | 03/2018 | 08/2022 |
| My Neighborhood Handyman | Oakland | CA | 06/2012 | 12/2023 |
| Oakland Hills Tennis Club | Oakland | CA | 06/2019 | 08/2020 |
| Catholic Youth Organization | Oakland | CA | 03/2017 | 05/2019 |
| Trukid Skincare | Oakland | CA | 05/2017 | 08/2017 |
| Bank Of America, N.A. | Maple Valley | WA | 08/2024 | Present |
I*2013276Entity Type: Entity Governmental Name of OBA: University of Washington Address: Seattle Washington Investment Related: No Position, Title, Association: Employee Start Date:09/29/2024No Hours: 5 Weekly No Hours during trading:0 Duties: I am applying for a cameraman and broadcasting position with the University of Washington Athletics Program. I will be attending games to film, display graphics, and assist with the broadcasting of the sports teams online and on the big screen. I*: 2285276 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Seattle, WA 98106 Investment Related: No Position, Title, Association: Sole Owner Employee Start Date: 4/2/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-21 |
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