Van Tran

Current Employers

Employment History

• 07/2014 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 12/2017 → Present
  Vanovations
  Saint Johns, FL
• 07/2014 → 11/2022
  Merrill Lynch / Bank Of America Corporation
  Jacksonville, FL
• 11/2018 → 04/2019
  David's Bridal, Inc.
  Atltanta, GA
• 11/2022 → Present
  Jp Morgan Securities, Llc
  Jacksonville, FL
• 08/2024 → Present
  Newgen Tax Law
  Jacksonville, FL

Previous Registrations

• 2014-07-28 → 2022-11-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Atlanta, GA
  Jacksonville, FL
• 2013-08-08 → 2014-07-15
  Hsbc Securities (Usa) Inc.
  Fairfax, VA
  Reston, VA
  Bethesda, MD
• 2008-10-21 → 2013-07-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC
  Jacksonville, FL
  Washington, DC
  Columbia, MD
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Bethesda, MD

Other Businesses

Entity Name: NewGen Tax Law Investment related: No Address: 12574 Flagler Center Blvd, Jacksonville, FL 32258 Nature of the other business: Tax Services Position/Title/Relationship: Employee/Contractor Start Date: 08/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am just helping my husband's business as an office manager (part time job). Help him with billing and updating website on the weekend as needed. Entity Name: Vanovations Investment related: No Address: Saint Johns, Florida 32259 www.vanovations.com Nature of the other business: Event Planning Position/Title/Relationship: Owner/Partner Start Date: 12/30/2017 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner of Vanovations, an event planning and floral design business. I am currently not active on accepting events or services but still have an active website. I usually only do 1 event per month.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-16

Other Names

• Van Ngoc-Bich Tran
• Van N Tran