Edson Arroyo

Current Employers

Employment History

• 12/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Pomona, CA
• 11/2013 → 08/2017
  Wells Fargo Bank, Na
  Pomona, CA
• 11/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Pomona, CA
• 09/2017 → 04/2018
  Mufg Union Bank
  Fullerton, CA
• 09/2017 → 04/2018
  Unionbanc Investment Services
  Fullerton, CA
• 04/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ontario, CA
• 07/2018 → Present
  Bank Of America, N.A.
  Ontario, CA

Other Businesses

I*965480 For profit or not for profit: Entity For Profit Name of outside business organization: Visionary Vanguard LLC Investment related: N Address of business: Rancho Cucamonga, California, 91730 Nature of business: ["Limited Liability Company"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 9/5/2022 Number of hours devoted: 10 hour(s) Weekly Duties: , Its a small landscape design company, I will assume the role of accountant for the business as an independent contractor and not an employee. I will keep track of cash flow, expenses, revenue, profits, general bookkeeping as an independent contractor and not in a governance role. Will provide consultation in terms of money management strictly with bank accounts. No investment accounts will be involved at all.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-13
• S63 Uniform Securities Agent State Law Examination
  2015-02-18