Bo Zhang

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-07-20

CA RA
APPROVED

Since 2020-07-20

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

701 B St, San Diego, CA 92101 • 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 Diego	CA	10/2018	Present
Bank Of America, N.A.	San Diego	CA	10/2018	Present
Hrsd	Virginia Beach	VA	04/2016	01/2018
Unemployed	Kunming		01/2018	10/2018

10/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Diego, CA
10/2018 → Present

Bank Of America, N.A.

San Diego, CA
04/2016 → 01/2018

Hrsd

Virginia Beach, VA
01/2018 → 10/2018

Unemployed

Kunming

Other Businesses

I*744293For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Chula Visa, California, 91913Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/1/2021Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0 I*745247, Entity Type, Name of OBA: Rental Property 2 Address: San Diego, CA, 92126 Investment Related: No Position, Title, Association:Co-owner with other family member Employee Start Date: 09/01/2023 No Hours: 0 No Hours during trading: 0 Duties: Owner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-17

S66 Uniform Combined State Law Examination

2020-07-17