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Joshua Bonham

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salt Lake City, UT

Jacksonville, FL

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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 2026-06-24
UT RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-24
  • UT RA
    APPROVED
    Since 2026-06-10

Branch Locations

60 E South Temple St Adp- Home Office, Salt Lake City, UT 84111 • United States

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 Salt Lake City UT 04/2026 Present
Zions Bancorporation Salt Lake City UT 01/2024 05/2025
Columbia Sportswear Company Lehi UT 09/2022 12/2022
Nike Park City UT 09/2021 12/2021
Student Salt Lake City UT 01/2014 01/2024
Driven Investments Lehi UT 05/2025 05/2026
Bank Of America, N.A. Salt Lake City UT 06/2026 Present
  • 04/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Salt Lake City, UT
  • 01/2024 → 05/2025
    Zions Bancorporation
    Salt Lake City, UT
  • 09/2022 → 12/2022
    Columbia Sportswear Company
    Lehi, UT
  • 09/2021 → 12/2021
    Nike
    Park City, UT
  • 01/2014 → 01/2024
    Student
    Salt Lake City, UT
  • 05/2025 → 05/2026
    Driven Investments
    Lehi, UT
  • 06/2026 → Present
    Bank Of America, N.A.
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-24
S65 Uniform Investment Adviser Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2026-06-24
  • S65 Uniform Investment Adviser Law Examination
    2025-06-11
Other Names
  • Joshua Brent Bonham

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
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