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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1998-11-12 |
| WA | RA | APPROVED | 1991-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 11/1986 | Present |
| Bank Of America, Na | Spokane | WA | 12/2009 | Present |
I*1381301, Entity Type: Entity For Profit, Name of OBA: Trademark Old Fashioned Values. New Ideas., Address: Nine Mile Falls , Washington 99026, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 07/15/2023, No Hours: 2, No Hours during trading: 0, Duties: I own the trademark to the slogan Old Fashioned Values. New Ideas. Other than keeping the ownership current and in good standing I don't anticipate any other activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-01 |
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