Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-27
CA RA APPROVED 2020-08-12
  • TX RA
    APPROVED
    Since 2020-08-27
  • CA RA
    APPROVED
    Since 2020-08-12

Branch Locations

2 Belvedere Pl, Mill Valley, CA 94941 • 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 Mill Valley CA 09/2019 Present
Unemployed Greenbrae CA 05/2019 09/2019
Jlfranklin Wealth Planning Larkspur CA 05/2018 05/2019
Gideon Strategic Partners Santa Monica CA 01/2018 04/2018
Pepperdine Advancement Gifts And Records Calabasas CA 09/2017 12/2017
Wells Fargo Consumer Lending Group Chandler AZ 06/2017 08/2017
Lisa Smith Wengler Center For The Arts Malibu CA 05/2016 12/2017
Pepperdine Office Of International Student Services Malibu CA 05/2016 09/2016
Pepperdine University Malibu CA 08/2014 04/2018
  • 09/2019 → Present
    Mill Valley, CA
  • 05/2019 → 09/2019
    Unemployed
    Greenbrae, CA
  • 05/2018 → 05/2019
    Jlfranklin Wealth Planning
    Larkspur, CA
  • 01/2018 → 04/2018
    Gideon Strategic Partners
    Santa Monica, CA
  • 09/2017 → 12/2017
    Pepperdine Advancement Gifts And Records
    Calabasas, CA
  • 06/2017 → 08/2017
    Wells Fargo Consumer Lending Group
    Chandler, AZ
  • 05/2016 → 12/2017
    Lisa Smith Wengler Center For The Arts
    Malibu, CA
  • 05/2016 → 09/2016
    Pepperdine Office Of International Student Services
    Malibu, CA
  • 08/2014 → 04/2018
    Pepperdine University
    Malibu, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-08
  • S66 Uniform Combined State Law Examination
    2020-08-08
Other Names
  • Jason Byrd

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mill Valley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor