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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-22 |
| WA | RA | APPROVED | 2017-12-01 |
Branch Locations
10400 Ne 4Th St, Bellevue, WA 98004 • United States
Renton, WA • United States
1825 E Buckeye Rd, Phoenix, AZ 85034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2014 | 02/2017 |
| Northwest Advisor Group | Tacoma | WA | 01/2015 | 01/2017 |
| Self Employed | Renton | WA | 09/2002 | 11/2017 |
| Beverly Mcconaghy | Tacoma | WA | 02/2017 | 11/2017 |
| Cetera Advisor Neworks Llc | El Segundo | CA | 02/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-25 |
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