Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-09
CA RA APPROVED 2024-08-27
  • TX RA
    APPROVED
    Since 2024-10-09
  • CA RA
    APPROVED
    Since 2024-08-27

Branch Locations

555 Capitol Mall, Sacramento, CA 95814 • 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 Sacramento CA 05/2024 Present
Kopari Beauty San Diego CA 07/2021 05/2024
San Elijo Joint Powers Authority Cardiff CA 11/2020 07/2021
International Rescue Committee San Diego CA 09/2020 07/2021
Just Sushi To Go San Diego CA 02/2018 03/2020
N/A (Unemployed) Sacramento CA 05/2020 09/2020
San Diego State University San Diego CA 08/2017 05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 06/2018 08/2018
Pleasant Grove High School Elk Grove CA 08/2013 05/2017
Foot Locker, Inc Sacramento CA 07/2020 09/2020
Volt Information Sciences San Diego CA 11/2020 04/2022
Bank Of America, N.A. Sacramento CA 06/2024 Present
  • 05/2024 → Present
    Sacramento, CA
  • 07/2021 → 05/2024
    Kopari Beauty
    San Diego, CA
  • 11/2020 → 07/2021
    San Elijo Joint Powers Authority
    Cardiff, CA
  • 09/2020 → 07/2021
    International Rescue Committee
    San Diego, CA
  • 02/2018 → 03/2020
    Just Sushi To Go
    San Diego, CA
  • 05/2020 → 09/2020
    N/A (Unemployed)
    Sacramento, CA
  • 08/2017 → 05/2021
    San Diego State University
    San Diego, CA
  • 06/2018 → 08/2018
    Sacramento, CA
  • 08/2013 → 05/2017
    Pleasant Grove High School
    Elk Grove, CA
  • 07/2020 → 09/2020
    Foot Locker, Inc
    Sacramento, CA
  • 11/2020 → 04/2022
    Volt Information Sciences
    San Diego, CA
  • 06/2024 → Present
    Bank Of America, N.A.
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-24
  • S66 Uniform Combined State Law Examination
    2024-08-24
Other Names
  • Julia Agustin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sacramento, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor