Nicole A Quinlan

Current Employers

Employment History

• 09/2015 → 12/2016
  Morgan Stanley
  Irvine, CA
• 12/2016 → 10/2020
  Morgan Stanley
  Irvine, CA
• 11/2017 → 10/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Niguel, CA
• 09/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 06/2019 → 09/2020
  University Of California, Irvine
  Irvine, CA
• 10/2020 → Present
  Bank Of America N.A.
  Laguna Niguel, CA

Previous Registrations

• 2015-09-10 → 2020-10-15
  Morgan Stanley
  Irvine, CA

Other Businesses

I*10066 Entity Type: Rental Property Name of outside business organization: Rental Property Investment related: No Address of business: Irvine, California 92618 Position, title, association: Co-owner with other family members Start date of relationship: 3/1/2018 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property Optavia; Not Investment related; Health Coach; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 1; Helping people achieve thier health goals and educating them about the products. I * 406022 - Melaluca; Investment related No; Idaho falls, ID ; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent) ;Aug 2020; During business hours: 0; After business hours: 5; Referrals I*1537348For profit or not for profit: Name of outside business organization: Tarocco HOA Investment related: No Address of business: Irvine, California, 92618, United States Nature of business: ["HOA, Co-op, Freehold"]Position, title, association: Board Member, Start date of relationship: 10/18/2023 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Past board member. not currently on the board, past board member and have not been removed from ML reserve account. No current responsibilities. I*2480291, Entity Type: Fiduciary role Name of OBA: A G G Living Trust, Address: Irvine, California, 92603, Investment Related: No, Position, Title, Association: Successor Trustee, Employee State Date: 05/20/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Successor Trustee for grandparents I*: 2480296 Entity Type: Fiduciary role Name of OBA: The Q. Family Trust Address: Irvine, CA 92603 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/20/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee for parents

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  2013-04-05

Other Names

• Nicole Andree Quinlan
• Nicole Quinlan-Yerkes
• Nicole A Quinlan
• Nicole A Quinlan-Yerkes