Andrew L. Kopjak

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	2010-07-01
CA	RA	APPROVED	2007-12-12

TX RA
APPROVED_RES

Since 2010-07-01
CA RA
APPROVED

Since 2007-12-12

Branch Locations

520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • 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	Laguna Hills	CA	08/2007	Present
Bank Of America, N.A.	Laguna Hills	CA	09/2009	Present

08/2007 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Laguna Hills, CA
09/2009 → Present

Bank Of America, N.A.

Laguna Hills, CA

Other Businesses

I*: 2593270 Entity Type: Fiduciary role Name of OBA: K. Family Trust Address: Laguna Niguel, CA 92677 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/07/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Co-Trustee for Self, Spouse

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-10

S66 Uniform Combined State Law Examination

2007-12-10

Other Names

Andrew Louis Kopjak

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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