Noah A Gear

Current Employers

Employment History

• 10/2019 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Gatos, CA
• 10/2019 → 10/2021
  Bank Of America, N.A.
  Los Gatos, CA
• 06/2013 → 09/2019
  Donatelli Inc.
  Newport News, VA
• 09/2015 → 05/2019
  Oberlin College
  Oberlin, OH
• 10/2021 → Present
  Kestra Investment Services, Llc
  San Jose, CA
• 10/2021 → Present
  Kestra Advisory Services, Llc
  San Jose, CA

Previous Registrations

• 2021-01-20 → 2021-11-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Los Gatos, CA
  Los Gatos, CA
  Scotts Valley, CA

Other Businesses

1. TRANSITIONS WEALTH ADVISORS POSITION: Client Operations Specialist NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2021 ADDRESS: 1100 Lincoln Avenue, Suite 241, San Jose CA 95125, United States DESCRIPTION: Completing and submitting paperwork for clients to open accounts and perform account maintenance, contacting clients to retrieve information, working with Kestra's back office to get accounts opened and maintenance performed 2. KESTRA ADVISORY SERVICES LLC POSITION: Client Operations Specialist NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 108 START DATE: 11/01/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Filling out new account and account maintenance forms for clients/firm, speaking with clients to gather info/answer logistical questions, working with Kestra back office to answer questions and gather information

Exams

• S66 Uniform Combined State Law Examination
  2021-01-14

Designations

Other Names

• Noah Gear