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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 2025-01-03
UT RA APPROVED 2024-11-20
  • TX RA
    APPROVED
    Since 2025-01-03
  • UT RA
    APPROVED
    Since 2024-11-20

Branch Locations

60 E South Temple St, Salt Lake City, UT 84111 • 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
Atrato Asset Management Llc Park City UT 08/2017 04/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Valley City UT 08/2024 Present
Mad Dog Cycles Orem UT 05/2020 08/2024
Feastbox Springville UT 05/2023 09/2023
Dental Inteligence Pleasant Grove UT 10/2021 10/2022
Goldman Sachs Salt Lake City UT 07/2021 09/2021
Cambridge Financial Group Orem UT 04/2019 10/2020
Utah Valley University Orem UT 08/2013 08/2019
Unemployed Springville UT 12/2022 05/2023
Quickfresh Springville UT 10/2022 11/2022
Russell Tobin New York NY 10/2020 07/2021
Bank Of America, N.A. West Valley City UT 12/2024 Present
  • 08/2017 → 04/2019
    Atrato Asset Management Llc
    Park City, UT
  • 08/2024 → Present
    West Valley City, UT
  • 05/2020 → 08/2024
    Mad Dog Cycles
    Orem, UT
  • 05/2023 → 09/2023
    Feastbox
    Springville, UT
  • 10/2021 → 10/2022
    Dental Inteligence
    Pleasant Grove, UT
  • 07/2021 → 09/2021
    Goldman Sachs
    Salt Lake City, UT
  • 04/2019 → 10/2020
    Cambridge Financial Group
    Orem, UT
  • 08/2013 → 08/2019
    Utah Valley University
    Orem, UT
  • 12/2022 → 05/2023
    Unemployed
    Springville, UT
  • 10/2022 → 11/2022
    Quickfresh
    Springville, UT
  • 10/2020 → 07/2021
    Russell Tobin
    New York, NY
  • 12/2024 → Present
    Bank Of America, N.A.
    West Valley City, UT
Other Businesses

Name of the other businessMad Dog Cycles Whether the business is investment-relatedNo Address of the other business Orem, UT 84057 Nature of the other businessRetail Your positionBike Mechanic Title, or relationship with the other businessI help fill in a few times a year on Saturdays. Start date of your relationship09/2023 Approximate number of hours/month you devote to the other business6 Hours a Month Number of hours you devote to the other business during securities trading hours0 Hours Briefly describe your duties relating to the other businessFill in staff

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19
Other Names
  • Paul Tallent

View on SEC IAPD

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