Fredrick Jonathan Levy

Current Employers

Employment History

• 11/2018 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 10/2011 → 09/2021
  Bank Of America
  Dallas, TX
• 05/2022 → 11/2025
  Bank Of America, N.A.
  Dallas, TX
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-09-21 → 2025-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  New York, NY
  Los Angeles, CA
  Chatsworth, CA

Other Businesses

I*1817341 Entity Type: HOA, Co-op, Freehold Name of OBA: Deerlake Ranch HOA Address: Valencia, California, 91355 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/01/2024 No Hours: 10 No Hours during trading: 0 Duties: Homeowner board position - member at large. I am one of 5 board members but do not have an officer title. 3 members are from the developing company and only 2 homeowners on the board. My responsibilities include voting on administrative stuff, architectural modification approvals, committee roles, fines and violations, etc. I will never have a single decision on our reserve cash and possible investment strategies. Being very conservative, the community will not take on risk with our funds since every dollar is budgeted for.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-20

Other Names

• Ricky Levy
• Fredrick Levy