Dale Eugene Reed

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-04-10
TX	RA	APPROVED_RES	2018-03-15

CA RA
APPROVED

Since 2018-04-10
TX RA
APPROVED_RES

Since 2018-03-15

Branch Locations

Beverly Hills, CA • United States

2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • 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

Organization	City	State	From	To
J.P. Morgan Securities Inc.	Los Angeles	CA	03/2002	02/2018
Jp Morgan Trust Company, N.A.	Los Angeles	CA	03/2002	02/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	02/2018	Present
Bank Of America, N.A.	Los Angeles	CA	03/2018	Present

03/2002 → 02/2018

J.P. Morgan Securities Inc.

Los Angeles, CA
03/2002 → 02/2018

Jp Morgan Trust Company, N.A.

Los Angeles, CA
02/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
03/2018 → Present

Bank Of America, N.A.

Los Angeles, CA

Other Businesses

I*8519 For profit or not for profit: Name of outside business organization: CHRIS AND ARA OVITZ FAMILY TRUST Investment related: Address of business: LOS ANGELES, California 90067 Nature of business: , Position, title, association: , Start date of relationship: 1/1/2010 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties:

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-04-09
S63	Uniform Securities Agent State Law Examination	2003-02-26

S65 Uniform Investment Adviser Law Examination

2018-04-09
S63 Uniform Securities Agent State Law Examination

2003-02-26

Other Names

Dale Eugene Reed
Dale Reed

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