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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-10-06
TX RA APPROVED 2019-07-23
ID RA APPROVED 2019-06-25
  • UT RA
    APPROVED
    Since 2020-10-06
  • TX RA
    APPROVED
    Since 2019-07-23
  • ID RA
    APPROVED
    Since 2019-06-25

Branch Locations

150 N College St Global Human Resources- The Academy, Charlotte, NC 28255 • United States

Garden City, ID • 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 Boise ID 12/2018 Present
Capital Group, Co. Meridian ID 09/2018 12/2018
Glance Optics And Eyewear Lake Oswego OR 10/2017 04/2018
Wells Fargo Insurance, Inc Minneapolis MN 12/1987 10/2017
Unemployed Boise ID 05/2018 09/2018
  • 12/2018 → Present
    Boise, ID
  • 09/2018 → 12/2018
    Capital Group, Co.
    Meridian, ID
  • 10/2017 → 04/2018
    Glance Optics And Eyewear
    Lake Oswego, OR
  • 12/1987 → 10/2017
    Wells Fargo Insurance, Inc
    Minneapolis, MN
  • 05/2018 → 09/2018
    Unemployed
    Boise, ID
Other Businesses

Purium. Non investment related. Rancho Dominquez, CA. Food supplement product. Referral partner to an online purchase channel. Relationship began in March 2017. 2 hours per week in evening or weekend. No time devoted during trading hours. Refer interested people to the company website to purchase products. The is a referral commission paid for products purchased. I*345970 For profit or not for profit: Entity For Profit Name of outside business organization: Purium Investment related: N Address of business: Rancho Dominguez, California, 90220 Nature of business: ["Corporation"] Position, title, association: ["Other","Treasurer"], Start date of relationship: 4/6/2017 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Refferals to company website for health products, Brand Partner, health product referrals to website for individual to options to purchase supplement health products, multi level marketing structure

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
  • S66 Uniform Combined State Law Examination
    2019-06-24
Other Names
  • Leslie Renee Lund
  • Renee Dunn
  • Renee L Dunn
  • Lrenee Dunn
  • L Renee Dunn
  • Leslie Dunn
  • Leslie Renee Dunn
  • Leslie Renee Dunn

View on SEC IAPD

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