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Brian Matthew Minard

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellevue, WA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-30
WA RA APPROVED 2020-12-01
  • TX RA
    APPROVED_RES
    Since 2023-10-30
  • WA RA
    APPROVED
    Since 2020-12-01

Branch Locations

10400 Ne 4Th St, Bellevue, WA 98004 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 09/2020 Present
Accenture Seattle WA 09/2018 08/2020
University Of Washington Seattle WA 09/2014 06/2018
Extended Travel Seattle WA 06/2018 09/2018
Bank Of America Bellevue WA 06/2016 03/2017
Chevron San Ramon CA 06/2017 09/2017
Bank Of America, N.A. Bellevue WA 12/2020 Present
  • 09/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bellevue, WA
  • 09/2018 → 08/2020
    Accenture
    Seattle, WA
  • 09/2014 → 06/2018
    University Of Washington
    Seattle, WA
  • 06/2018 → 09/2018
    Extended Travel
    Seattle, WA
  • 06/2016 → 03/2017
    Bank Of America
    Bellevue, WA
  • 06/2017 → 09/2017
    Chevron
    San Ramon, CA
  • 12/2020 → Present
    Bank Of America, N.A.
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-30
  • S66 Uniform Combined State Law Examination
    2020-11-30
Other Names
  • Brian M Minard
  • Brian Minard

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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