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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-05-28
CA RA APPROVED 2008-09-10
  • TX RA
    APPROVED
    Since 2009-05-28
  • CA RA
    APPROVED
    Since 2008-09-10

Branch Locations

2555 E Camelback Rd, Phoenix, AZ 85016 • United States

Scottsdale, AZ • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 08/2007 Present
Bank Of America, N.A. San Francisco CA 02/2013 Present
Other Businesses

I*3293277 Entity Type: Fiduciary role Name of OBA: H. V. TTEE M. V. TTEE U/A DTD 12/14/2018 Address: Scottsdale, AZ 85255 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/08/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Trustee/Spouse

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-08
  • S66 Uniform Combined State Law Examination
    2008-09-08
Other Names
  • Henry D Villeda

View on SEC IAPD

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