Peter Cephas Dahabreh

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → 10/2022
  J.P. Morgan Securities Llc
  Valencia, CA
• 10/2021 → 10/2022
  Jpmorgan Chase Bank, N.A.
  Valencia, CA
• 07/2019 → 05/2020
  Wayside Schools
  Austin, TX
• 08/2013 → 06/2017
  Regal Medical Group
  Northridge, CA
• 07/2021 → 09/2021
  J & Y 3050 Oaks Llc
  Valencia, CA
• 07/2021 → 09/2021
  Four Corners Ii Llc
  Valencia, CA
• 07/2017 → 08/2019
  Harvard University
  Boston, MA
• 06/2020 → 10/2021
  S&S Freeway Chevron
  Santa Clarita, CA
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Valencia, CA
• 02/2023 → Present
  Bank Of America, N.A.
  Valencia, CA

Other Businesses

I*1269267 For profit or not for profit: Entity For Profit Name of outside business organization: Pasha Worldwide LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/31/2023 Number of hours devoted: 3 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Dropshipping Ecommerce fulfilled by Amazon specializing in furniture, lamps and home library/study goods.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-06
• S63 Uniform Securities Agent State Law Examination
  2022-02-01