Mehrzad Yousefi

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-13
WA	RA	APPROVED	2025-03-18

TX RA
APPROVED

Since 2025-05-13
WA RA
APPROVED

Since 2025-03-18

Branch Locations

408 Pike St, Seattle, WA 98101 • United States

2202 Westlake Ave, Seattle, WA 98121 • United States

1700 7Th Ave, Seattle, WA 98101 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporate	Seattle	WA	06/2022	Present
Homegoods	Reseda	CA	09/2022	Present
Tiffany & Co.	Canoga Park	CA	11/2021	03/2022
Big Lots	Camarillo	CA	10/2019	11/2021
Homegoods	Reseda	CA	11/2016	12/2019
Life Event / Had To Take Care Of My Family	Oviedo	FL	07/2015	11/2016
Bank Of America, N.A.	Seattle	WA	11/2024	Present

06/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporate

Seattle, WA
09/2022 → Present

Homegoods

Reseda, CA
11/2021 → 03/2022

Tiffany & Co.

Canoga Park, CA
10/2019 → 11/2021

Big Lots

Camarillo, CA
11/2016 → 12/2019

Homegoods

Reseda, CA
07/2015 → 11/2016

Life Event / Had To Take Care Of My Family

Oviedo, FL
11/2024 → Present

Bank Of America, N.A.

Seattle, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-15

S66 Uniform Combined State Law Examination

2025-03-15

Other Names

Joseph Yousefi

View on SEC IAPD

More in Seattle, WA

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