Heidi Lynn

Current Employers

Employment History

• 06/2006 → Present
  Bank Of America, N.A.
  Newport Beach, CA
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA

Previous Registrations

• 2006-06-26 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Newport Beach, CA
  Newport Beach, CA
  Costa Mesa, CA
• 2000-04-04 → 2006-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

I*901264For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Opatija, , 51410Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 7/15/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I*1003505For profit or not for profit: Name of outside business organization: Rental Property 2Investment related: NAddress of business: Opatija, , 51410Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 12/1/2022Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0 I*1913288, Entity Type,For Profit Name of OBA: Texttelligent Inc.Address:Irvine,California,92603 Investment Related: noPosition, Title, Association:Board Member Employee Start Date: 07/15/2024No Hours: 1 monthlyNo Hours during trading:0 Duties:Board of Directors- Quarterly meetings I*2619264, Entity Type: Entity For Profit, Name of OBA: Badger Cat LLC, Address: Corona Del Mar, California, 92625, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 08/01/2025, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: Purchase the boat and keep up on the maintenance and expenses with Sailtime. Own a power catamaran and lease it to members as well as use it for personal use.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-28

Other Names

• Heidi Lynn Wagle
• Heidi Lynn Awamoto