Jorge G Valenzuela

Current Employers

Employment History

• 04/2005 → Present
  Bank Of America
  Escondido, CA
• 04/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Escondido, CA

Previous Registrations

• 2005-06-07 → 2007-04-18
  Banc Of America Investment Services, Inc.
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

I*1052322 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Anaheim, California Position, title, association: Co-owner with other family members Start date of relationship: 10/28/2022 Number of hours devoted: 1 hr Yearly Number of hours devoted during trading hours: 0 I*1052325 Entity Type: Rental Property Name of outside business organization: Rental Property 2 Investment related: No Address of business: St Louis, Missouri Position, title, association: Co-owner with other family members Start date of relationship: 10/28/2022 Number of hours devoted: 1 hr Yearly Number of hours devoted during trading hours: 0 I*1052326 Entity Type: Rental Property Name of outside business organization: Rental Property 3 Investment related: No Address of business: St Louis, Missouri Position, title, association: Co-owner with other family members Start date of relationship: 10/28/2022 Number of hours devoted: 1 hr Yearly Number of hours devoted during trading hours: 0 I*4081277 Entity Type: For Profit Name of OBA: Thalia Real Address: Chula Vista, California, 91911 Investment Related: No Position, Title, Association: Employee Start Date: 04/01/2026 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: None My wife is interested in starting a online accessory and apparel shop.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-04
• S63 Uniform Securities Agent State Law Examination
  2020-10-10
• S66 Uniform Combined State Law Examination
  2005-06-06

Other Names

• Jorge G Valenzuela
• Jorge Valenzuela