Courtney Elizabeth Marshall

Current Employers

Employment History

• 10/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buena Park, CA
• 10/2014 → Present
  Bank Of America, N.A.
  Buena Park, CA
• 08/2019 → 10/2019
  Ups
  Cerritos, CA

Other Businesses

I*1436269 Entity For Profit Name : C T (Youtube Channel)Investment related: NAddress: Whittier, California, 90604, United StatesNature of business: Sole Proprietorship Position, title, association: ["Owner"], Start date of relationship: 8/14/2023Number of hours devoted: 20 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , This is a rename of my previously approved OBA (Live Faith Family Fitness). The topics will be the same: I will be talking about my experience and giving advice on fitness, family, faith, and relationships in an effort to help others get the outcomes they I*1436271 Entity For Profit Name: J 1, LLC. DBA: Building Blocks Child CareInvestment related: NAddress: Whittier, California, 90604, United StatesNature of business: ["Limited Liability Company"]Position: ["Owner"], Start date of relationship: 8/14/2023Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I will have a staff of employees and educators to take care of the children primarily. I personally will be working Sundays and a few hours here and there during an evening shift (only if necessary). This is a Christian Childcare and we have a curriculum that prioritizes early learning/education, health/fitness, and faith to help the children develop foundational elements which will have a positive impact on them both in the present and the future. I have a Master's degree in Human Resource Management, so my primary role in the business will be administrative/employee relations (HR), so I will not be primarily working with the children myself which is the main reason why I anticipate only working around 15 hours a month or so. When I do work, it will be well outside of Merrill business hours so this will not conflict or interfere with my duties at Merrill or my focus at work. OBA ID: 1652270 Name: T Child CareStart Date: 1/7/2024Role: Consultant/Independent Contractor Location: Los Angeles CA Investment Related Activity: No Duties: HR Consultant: I will spend 2 hours a month on a weekend ensuring that the Childcare is up to date on their policies and procedures in accordance with Los Angeles city, state, and federal laws regarding employees such as PTO, sick time allocations, etc.. I will also ensure that their employee disciplinary and recognition policies and procedures are up to date as well. As I have a Master's Degree in HR Management, I have an expertise in employee relations and will be doing consulting on a monthly basis for no more than 2 hours I*2018299, Entity Type, Name: Rental Property 1 Address: San Pedro, CA 90731 Investment Related: No Position: Co-owner with other family members Employee Start Date: 09/15/2024 No Hours: 5 No Hours during trading: 0 Duties: I*2018301Entity For Profit Name: Marshall Residential Care Address: San Pedro, CaliforniaInvestment Related: No Position: General Partner/Managing Member Employee Start Date: 11/01/2024 Number of Hours: 2, MonthlyNumber of Hours during trading: 0, Monthly Duties: Residential Care Policy Creator I*3496290Entity Type: N/A Name: Rental Property 2 Address: San Pedro, CaliforniaInvestment Related: NoPosition: Co-owner with other family membersEmployee Start Date: 07/22/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: N/A I*4105282, Entity For Profit, Name : Legacy Holdings Trust, Address: San Pedro, California, 90731, Investment Related: N, Position: Other, Employee Start Date: 03/25/2026, No Hours: 17 Yearly, No Hours during Trading: 0 Yearly, Duties: I schedule the monthly housekeeping lady, check the mail, and ensure all tenant lease documents are signed and filed. My responsibilities are minimal as my husband manages our rental properties.Revocable Family Trust. I*4156266, Name: Legacy Holdings Trust, Address: San Pedro, California, 90731, Investment Related: N, Position: Co-Trustee, Employee Start Date: 03/27/2026, Hours 17 yrly Hours during Trading 0, duties:

Exams

• S66 Uniform Combined State Law Examination
  2020-02-05

Other Names

• Courtney Marshall