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Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-30 |
Branch Locations
21215 Burbank Blvd, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 10/2020 | Present |
| G4S | Thousand Oaks | CA | 05/2020 | 10/2020 |
| Allied Universal | Long Beach | CA | 03/2020 | 05/2020 |
| La Louisanne, Llc | Los Angeles | CA | 10/2019 | 01/2020 |
| New Caps, Llc (Contracted Through Wrenn Management) | Los Angeles | CA | 12/2019 | 12/2019 |
| Doordash | Los Angeles | CA | 01/2019 | 01/2019 |
| Back To The Goode Life | Atlanta | GA | 11/2018 | 01/2019 |
| Gep Concast, Llc | Los Angeles | CA | 09/2018 | 09/2018 |
| Lyft | Los Angeles | CA | 07/2018 | 03/2020 |
| Uber | Los Angeles | CA | 07/2018 | 03/2020 |
| Mercury Insurance | Santa Clarita | CA | 01/2018 | 06/2018 |
| Enterprise Holdings, Inc. | Los Angeles | CA | 02/2016 | 01/2018 |
| Unemployed | Los Angeles | CA | 01/2020 | 03/2020 |
| Unemployed | Los Angeles | CA | 01/2019 | 10/2019 |
| Unemployed | Los Angeles | CA | 09/2018 | 10/2018 |
| Unemployed | Los Angeles | CA | 06/2018 | 09/2018 |
| Omniara, Llc | Burbank | CA | 06/2021 | Present |
| Bank Of America, N.A. | Woodland Hills | CA | 07/2025 | Present |
- Omniara, LLC - The business is NOT investment-related - 507 E Cedar Ave #106, Burbank, CA 91501 - Acting, Producing, Directing, Photography, Editing, acting and photography related. - Managing Member (Owner) - I own it and manage it on my own - June 4, 2021 (Formed) - I work on an event basis. I usually do 1-4 events per year right now. I work a total of 20-40 hours annually. - I do not devote any hours to this right now during trading hours. Business is usually conducted on a weekend basis only. - I take photos of special events, I do video coverage if requested as well. I also edit and produce the photos from the event.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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