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Katayoon Bahadorani

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westlake Village, CA

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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_RES 2025-09-22
CA RA APPROVED 2021-09-30
  • TX RA
    APPROVED_RES
    Since 2025-09-22
  • CA RA
    APPROVED
    Since 2021-09-30

Branch Locations

2815 Townsgate Rd, Westlake Village, CA 91361 • 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
Wells Fargo Bank, N.A. Encino CA 04/2003 09/2021
Wells Fargo Advisors Llc Encino CA 07/2010 11/2016
Wells Fargo Clearing Services, Llc Encino CA 11/2016 09/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 09/2021 Present
Bank Of America, N.A. Westlake Village CA 10/2021 Present
Previous Registrations
  • 2010-08-09 → 2021-10-25
    Wells Fargo Clearing Services, Llc
    Oak Park, CA
    San Leandro, CA
    Charlotte, NC
    San Leandro, CA
    Westlake Village, CA
    Thousand Oaks, CA
    Encino, CA
    Los Angeles, CA
    Beverly Hills, CA
    Calabasas, CA
    Westlake Village, CA
  • 2008-06-04 → 2010-08-10
    Wells Fargo Investments, Llc
    Encino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-02
  • S66 Uniform Combined State Law Examination
    2008-06-02

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA
CARMANDALIAN FINANCIAL GROUP, LLC · WESTLAKE VILLAGE, CA

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