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Martin R Garcia

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fallbrook, CA

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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 2025-09-22
CA RA APPROVED 2025-08-05
  • TX RA
    APPROVED
    Since 2025-09-22
  • CA RA
    APPROVED
    Since 2025-08-05

Branch Locations

1125 S Main Ave, Fallbrook, CA 92028 • 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 Poway CA 06/2025 Present
Qualitas Insurance Company San Diego CA 07/2019 09/2022
Enterprise Mobility San Diego CA 11/2022 01/2025
Deloitte Tijuana 07/2018 07/2019
University Of California San Diego San Diego CA 07/2014 07/2018
Unemployed San Diego CA 01/2025 06/2025
Bank Of America, N.A. Poway CA 09/2025 Present
  • 06/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Poway, CA
  • 07/2019 → 09/2022
    Qualitas Insurance Company
    San Diego, CA
  • 11/2022 → 01/2025
    Enterprise Mobility
    San Diego, CA
  • 07/2018 → 07/2019
    Deloitte
    Tijuana
  • 07/2014 → 07/2018
    University Of California San Diego
    San Diego, CA
  • 01/2025 → 06/2025
    Unemployed
    San Diego, CA
  • 09/2025 → Present
    Bank Of America, N.A.
    Poway, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-07
  • S66 Uniform Combined State Law Examination
    2025-05-07
Other Names
  • Martin Roberto Garcia

View on SEC IAPD

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