Daisy Pearson

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-11-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	01/2019	11/2021
Barneys New York	New York	NY	08/2018	01/2019
Dolce & Gabbana	New York	NY	12/2016	08/2018
Marc Jacobs	New York	NY	05/2016	12/2016
Bank Of America, N.A.	New York	NY	03/2019	11/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2021	10/2024
Bank Of America, N.A.	New York	NY	11/2021	10/2024
Charles Schwab & Co., Inc.	Morristown	NJ	10/2024	Present
Charles Schwab Bank	Morristown	NJ	10/2024	Present

01/2019 → 11/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2018 → 01/2019

Barneys New York

New York, NY
12/2016 → 08/2018

Dolce & Gabbana

New York, NY
05/2016 → 12/2016

Marc Jacobs

New York, NY
03/2019 → 11/2021

Bank Of America, N.A.

New York, NY
11/2021 → 10/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
11/2021 → 10/2024

Bank Of America, N.A.

New York, NY
10/2024 → Present

Charles Schwab & Co., Inc.

Morristown, NJ
10/2024 → Present

Charles Schwab Bank

Morristown, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-21

Other Firms