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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2004-07-30
CA RA APPROVED 1999-11-29
  • TX RA
    APPROVED_RES
    Since 2004-07-30
  • CA RA
    APPROVED
    Since 1999-11-29

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park CA 05/1999 Present
Bank Of America, N.A. Menlo Park CA 09/2009 Present
Other Businesses

I*78798 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NO LEGAL NAME, HOME/RENTAL PURCHASE WITH SON INVESTMENT RELATED: Y ADDRESS OF BUSINESS: LOS ANGELES, CALIFORNIA 90029 NATURE OF BUSINESS: OTHER,WE DO NOT HAVE A LEGAL ENTITY TECHNICALLY - POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 2/18/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I"M PURCHASING A TRIPLEX WITH MY SON AND PROVIDING THE DOWN PAYMENT AND JOINT FINANCING. HE WILL TAKE CARE OF THE RENOVATIONS AND PROPERTY MANAGEMENT AS WELL AS LIVING THERE. I*45658 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTING OUT MY CONDO INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAN MATEO, CALIFORNIA 94403 NATURE OF BUSINESS: OTHER,PERSONALLY OWNED POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/1/2011 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I"M RENTING OUT MY CONDO I*81711 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DUPLEX PURCHASED WITH SON INVESTMENT RELATED: Y ADDRESS OF BUSINESS: LOS ANGELES, CALIFORNIA 90029 NATURE OF BUSINESS: OTHER,WE DON'T HAVE A LEGAL STRUCTURE YET POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 2/18/2015 NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I PURCHASED A HOME FIXER-UPER WITH MY CHILDREN WHO ARE DOING MUCH OF THE WORK AND MANAGING THE PROPERTY. I'M HELPING AS WELL, BUT THEY ARE EARNING OWNERSHIP PERCENTAGE BY PAYING FOR REPAIRS AND VIA LABOR HOURS. I*2213284, Entity Type:, Name of OBA: Rental Property 1, Address: Los Altos Hills, California, 94022, Investment Related: Y, Position, Title, Association: Sole owner, Employee State Date: 03/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-22
  • S66 Uniform Combined State Law Examination
    1999-10-22
Other Names
  • Angelica Lenz

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