Charles O Pacek

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-07-26
CA	RA	APPROVED	2017-03-30

TX RA
APPROVED_RES

Since 2022-07-26
CA RA
APPROVED

Since 2017-03-30

Branch Locations

33916 N 26Th Ave, Phoenix, AZ 85085 • United States

2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	10/2012	Present
Bank Of America, N.A.	Chandler	AZ	12/2013	Present

10/2012 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
12/2013 → Present

Bank Of America, N.A.

Chandler, AZ

Other Businesses

I*3159275 Entity Type: For Profit, Publicly Traded Name of OBA: Instacart Address: San Francisco, California, 94105 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/15/2025 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: Delivery service Grocery and other order delivery only.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-29
S63	Uniform Securities Agent State Law Examination	2007-06-25

S66 Uniform Combined State Law Examination

2017-03-29
S63 Uniform Securities Agent State Law Examination

2007-06-25

Other Names

Charles Owen Pacek Jr
Charles Owen Pacek

View on SEC IAPD