Manuel Beltran Zuniga

Current Employers

Employment History

• 09/2019 → 10/2022
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 04/2015 → 09/2019
  Wells Fargo Bank, Na
  Los Angeles, CA
• 10/2022 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramount, CA
• 12/2022 → 06/2025
  Bank Of America, N.A.
  Paramount, CA
• 06/2025 → Present
  Missionsquare Investment Services
  Washington, DC
• 06/2025 → Present
  Missionsquare Retirement
  Washington, DC

Previous Registrations

• 2023-01-30 → 2025-06-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramount, CA
  Lakewood, CA

Other Businesses

(1) Name: Las Altenitas, LLC. Non-investment related. Nature of Business: Ice cream shop. Address: 303 E Foothill Blvd, Rialto, CA 92376. Position: I am equal owner along with my husband. Start Date: 01/04/2025. Hours per month devoted to other business 24; during securities trading hours 0. Duties: Help manage the business on the weekends, handling cash register and food production or preparation. | (2) MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Retirement Plans Specialist. Start Date: June 23, 2025. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-18
• S63 Uniform Securities Agent State Law Examination
  2019-12-19

Other Names

• Manuel Beltranzuniga