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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-08-17
TX RA APPROVED 2022-05-05
CA RA APPROVED 2021-11-10
  • IL RA
    APPROVED
    Since 2022-08-17
  • TX RA
    APPROVED
    Since 2022-05-05
  • CA RA
    APPROVED
    Since 2021-11-10

Branch Locations

145 S State College Blvd, Brea, CA 92821 • United States

110 N Wacker Dr, Chicago, IL 60606 • 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 San Diego CA 07/2021 Present
Brandy Melville Santa Monica CA 05/2015 07/2021
Ucsd Fitlife San Diego CA 09/2017 07/2022
Merrill Lynch La Jolla CA 06/2020 08/2020
Cfg Wealth Management San Diego CA 12/2019 06/2020
Crab Catcher San Diego CA 08/2019 02/2020
Merrill Lynch La Jolla CA 06/2019 08/2019
Saje Natural Wellness San Diego CA 04/2019 06/2019
Del Soul Fitness San Diego CA 09/2018 12/2018
Hot 8 Yoga Santa Monica CA 02/2017 12/2018
University Of California- San Diego San Diego CA 09/2017 09/2020
Bank Of America, N.A. San Diego CA 12/2021 Present
  • 07/2021 → Present
    San Diego, CA
  • 05/2015 → 07/2021
    Brandy Melville
    Santa Monica, CA
  • 09/2017 → 07/2022
    Ucsd Fitlife
    San Diego, CA
  • 06/2020 → 08/2020
    Merrill Lynch
    La Jolla, CA
  • 12/2019 → 06/2020
    Cfg Wealth Management
    San Diego, CA
  • 08/2019 → 02/2020
    Crab Catcher
    San Diego, CA
  • 06/2019 → 08/2019
    Merrill Lynch
    La Jolla, CA
  • 04/2019 → 06/2019
    Saje Natural Wellness
    San Diego, CA
  • 09/2018 → 12/2018
    Del Soul Fitness
    San Diego, CA
  • 02/2017 → 12/2018
    Hot 8 Yoga
    Santa Monica, CA
  • 09/2017 → 09/2020
    University Of California- San Diego
    San Diego, CA
  • 12/2021 → Present
    Bank Of America, N.A.
    San Diego, CA
Other Businesses

I*: 2100362Entity Type: Non ProfitName of OBA: Chicago foundation for womenAddress: Chicago, Il 60603 Investment Related: no Position, Title, Association: Committee Employee Start Date: 07/01/2025 No Hours: 4 monthly No Hours during trading:0 Duties: Grant making, Co-Chair of the LBTQ Giving Circle - overseeing the functioning of the circle events / leading meeting / recruiting members. I*2477299, Entity Type: Entity Charitable, Name of OBA: Lincoln Park Zoo, Address: Chicago, Illinois, 60614, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Lincoln Park Zoo Auxiliary Board Member - assist with planning fundraising events

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2021-11-08
Other Names
  • Lindsey Clark

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