Jon-marc Blalock

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	2015-09-29
CA	RA	APPROVED	2015-04-01

TX RA
APPROVED

Since 2015-09-29
CA RA
APPROVED

Since 2015-04-01

Branch Locations

74800 Us Highway 111, Indian Wells, CA 92210 • 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	Indian Wells	CA	12/2014	Present
Bank Of America, N.A.	Indian Wells	CA	02/2015	Present

12/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indian Wells, CA
02/2015 → Present

Bank Of America, N.A.

Indian Wells, CA

Other Businesses

I*3012273, Entity Type: , Name of OBA: The B Family Trust, Address: Palm Desert, California, 92260, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 09/30/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-03-31

S66 Uniform Combined State Law Examination

2015-03-31

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

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