John Taylor Somerville

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-14

Branch Locations

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

Organization	City	State	From	To
Goldman Sachs Ayco	Irvine	CA	09/2021	05/2023
Aig	Woodland Hills	CA	09/2020	09/2021
Lpl Financial	Ventura	CA	06/2019	11/2019
Meathead Movers	Oxnard	CA	06/2019	09/2019
Full Time Education	Long Beach	CA	08/2018	05/2020
Full Time Education	Ventura	CA	08/2013	05/2018
Unemployed	Ventura	CA	05/2020	09/2020
Merrill Lynch, Pierce, Fenner & Smith Inc.	Newport Beach	CA	05/2023	05/2026
Bank Of America, N.A.	Newport Beach	CA	06/2023	05/2026
Charles Schwab & Co., Inc.	Irvine	CA	05/2026	Present
Schwab Wealth Advisory, Inc.	Irvine	CA	05/2026	Present

09/2021 → 05/2023

Goldman Sachs Ayco

Irvine, CA
09/2020 → 09/2021

Aig

Woodland Hills, CA
06/2019 → 11/2019

Lpl Financial

Ventura, CA
06/2019 → 09/2019

Meathead Movers

Oxnard, CA
08/2018 → 05/2020

Full Time Education

Long Beach, CA
08/2013 → 05/2018

Full Time Education

Ventura, CA
05/2020 → 09/2020

Unemployed

Ventura, CA
05/2023 → 05/2026

Merrill Lynch, Pierce, Fenner & Smith Inc.

Newport Beach, CA
06/2023 → 05/2026

Bank Of America, N.A.

Newport Beach, CA
05/2026 → Present

Charles Schwab & Co., Inc.

Irvine, CA
05/2026 → Present

Schwab Wealth Advisory, Inc.

Irvine, CA

2023-06-14 → 2026-05-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
2021-12-07 → 2023-06-22

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

Irvine, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-06

Other Firms