Brandon Picone

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-01-11
CA	RA	APPROVED	2013-05-15

TX RA
APPROVED_RES

Since 2016-01-11
CA RA
APPROVED

Since 2013-05-15

Branch Locations

Morgan Hill, CA • United States

50 W San Fernando St, San Jose, CA 95113 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	04/2013	Present
Bank Of America, N.A.	San Jose	CA	06/2013	Present

04/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
06/2013 → Present

Bank Of America, N.A.

San Jose, CA

Previous Registrations

2013-04-01 → 2013-05-08

Transamerica Financial Advisors, Llc

San Jose, CA

Other Businesses

I*2728287, Entity Type: , Name of OBA: P Family Trust Dated 12/20/2000, Address: Morgan Hill, California, 95037, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 08/12/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2735268, Entity Type: , Name of OBA: Rental Property 1, Address: Los Banos, California, 93635, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 09/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-29

S66 Uniform Combined State Law Examination

2013-03-29

View on SEC IAPD