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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-22
CA RA APPROVED 2025-01-04
  • TX RA
    APPROVED
    Since 2025-01-22
  • CA RA
    APPROVED
    Since 2025-01-04

Branch Locations

21020 Homestead Rd, Cupertino, CA 95014 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 10/2024 Present
Bank Of America Foothill Ranch CA 01/2023 12/2023
Bank Of America San Jose CA 12/2023 10/2024
Copynet San Francisco CA 12/2018 03/2020
Copynet San Francisco CA 09/2022 11/2022
Unemployed Los Gatos CA 01/2014 12/2018
Unemployed Los Gatos CA 03/2020 09/2022
Bank Of America, N.A. San Jose CA 12/2024 Present
  • 10/2024 → Present
    San Jose, CA
  • 01/2023 → 12/2023
    Bank Of America
    Foothill Ranch, CA
  • 12/2023 → 10/2024
    Bank Of America
    San Jose, CA
  • 12/2018 → 03/2020
    Copynet
    San Francisco, CA
  • 09/2022 → 11/2022
    Copynet
    San Francisco, CA
  • 01/2014 → 12/2018
    Unemployed
    Los Gatos, CA
  • 03/2020 → 09/2022
    Unemployed
    Los Gatos, CA
  • 12/2024 → Present
    Bank Of America, N.A.
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
  • S66 Uniform Combined State Law Examination
    2025-01-03
Other Names
  • Shideh Heidarkhani

View on SEC IAPD

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