Hector Emmanuel Medina

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Livermore, CA
• 07/2015 → 05/2019
  Big C Corporation
  Concord, CA
• 01/2017 → 04/2018
  Buffalo Wild Wings
  Concord, CA
• 04/2018 → 07/2018
  Soleil Communications Inc (Dba Welk Resorts)
  Concord, CA
• 04/2015 → 07/2018
  Fuddruckers
  Concord, CA
• 08/2015 → 05/2019
  Diablo Valley College
  Pleasant Hill, CA
• 04/2022 → 07/2022
  Waterfront Bar & Grill
  San Diego, CA
• 10/2024 → Present
  Bank Of America, N.A.
  Livermore, FL

Other Businesses

I*: 2657282 Entity Type: Entity For Profit Name of OBA: tnm.tatts Address: Bay pointCalifornia94565 Investment Related: n Position, Title, Association: Employee,Owner Employee Start Date: 08/04/2025 No Hours: 16hr/mo No Hours during trading:0 Duties: Tattoo Artist, tattooing clients. Business is a sole prop. I am the owner. Scheduling appointments and taking walk-ins for tattoos. I*: 2657280 Entity Type: Entity For Profit,Entity Publicly Traded Name of OBA: Amazon.com Inc. Address: SeattleWashington98109 Investment Related: n Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/04/2025 No Hours: 8hr/mo No Hours during trading:0 Duties: Begin working for Amazon Flex as a delivery driver. Deliver packages to homes placed by customers.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27