Larry M. Schnaid

Current Employers

Employment History

• 02/2012 → 07/2022
  Ubs Financial Services Inc.
  Century City, CA
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2022 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2012-02-24 → 2022-07-26
  Ubs Financial Services Inc.
  Los Angeles, CA
  Calabasas, CA
  Sherman Oaks, CA
• 2008-09-16 → 2012-03-08
  Rbc Capital Markets, Llc
  Beverly Hills, CA
• 2008-01-01 → 2008-09-16
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
• 2005-02-28 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Beverly Hills, CA
  Beverly Hills, CA
  St. Louis, MO

Other Businesses

I*5074267 Entity Type: Charitable Name of OBA: LAJH Address: Reseda, California, 91335 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/29/2026 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: It's the largest private nursing home west of the Mississippi. It provides all types of care for the senior community in Los Angeles. I am being asked to be on the board for the In-Services Board for the Home. I will be required to help vote on and lead the organization (BTW - the current president of the LAJH board is a BofA employee) I*1955277, Entity Type: Charitable, Name of OBA: West Hills Baseball Address: West Hills, California91307 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/03/2024 No Hours: 4 monthly No Hours during trading: 0 Duties: Board member I*1955280, Entity Type: Charitable Name of OBA: Hamakom Address: Woodland Hills, CA 91367 Investment Related: No Position, Title, Association: Committee Employee Start Date:08/26/2024 No Hours: 8 hrs monthly No Hours during trading: Duties: I will be one of 7 Finance Committee members for my Temple I*2197278, Entity Type: Fiduciary role Name of OBA: G S SEPARATE PROP , Address: Woodland Hills, California, 91367, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 19-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Power of Attorney/Parents I*2190301, Entity Type: Fiduciary role Name of OBA: G and D S all entities (parents), Address: Woodland Hills, California, 91367, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Power of Attorney/Parents. I*3340265 Entity Type: For Profit Name of OBA: S. Family Investments Address: Woodland Hills, California, 91367 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: I am going to be purchasing 50% of this LLC that my dad setup as part of his estate planning. It is currently owned by two of my parents' irrevocable estate trusts (50% each - one of them is a GST). The interests I am purchasing are from the Queenie Trust (non GST). As part of my parents estate planning, I am going to purchase the interests in S. Family Investments, LLC for approximately $350k from the Q. Trust. S. Family Investments is an LLC my parents have used to make private company and real-estate investments - it doesn't own any public securities. My dad is the managing member and I will have no control over it. None...I am just purchasing the interest and because it will be more than 25% owned by me (it will be 50%), when I tried to list it as a private investment, AIM told me to list it here

Exams

• S66 Uniform Combined State Law Examination
  2009-08-05
• S63 Uniform Securities Agent State Law Examination
  2002-11-21

Other Names

• Schnaid Larry
• Larry M. Schnaid
• Larry Schnaid