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Malina Satyajitkumar

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Pleasanton, CA

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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 2025-02-14
CA RA APPROVED 2024-01-03
  • TX RA
    APPROVED_RES
    Since 2025-02-14
  • CA RA
    APPROVED
    Since 2024-01-03

Branch Locations

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

4900 Hopyard Rd, Pleasanton, CA 94588 • 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 Pleasanton CA 10/2022 Present
Lincoln Financial Group San Ramon CA 06/2022 10/2022
Lincoln Financial Group San Ramon CA 05/2019 04/2021
Ameriprise Financial Walnut Creek CA 06/2018 05/2019
Unemployed Dublin CA 03/2016 06/2018
Unemployed Dublin CA 04/2021 06/2022
  • 10/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pleasanton, CA
  • 06/2022 → 10/2022
    Lincoln Financial Group
    San Ramon, CA
  • 05/2019 → 04/2021
    Lincoln Financial Group
    San Ramon, CA
  • 06/2018 → 05/2019
    Ameriprise Financial
    Walnut Creek, CA
  • 03/2016 → 06/2018
    Unemployed
    Dublin, CA
  • 04/2021 → 06/2022
    Unemployed
    Dublin, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-05
S65 Uniform Investment Adviser Law Examination 2022-03-29
S65 Uniform Investment Adviser Law Examination 2022-03-29
  • S63 Uniform Securities Agent State Law Examination
    2025-02-05
  • S65 Uniform Investment Adviser Law Examination
    2022-03-29
  • S65 Uniform Investment Adviser Law Examination
    2022-03-29
Other Names
  • Malina Satyajit Kumar
  • Malina Josephine Pereira

View on SEC IAPD

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