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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 2026-07-24
CA RA APPROVED 2026-06-10
  • TX RA
    APPROVED
    Since 2026-07-24
  • CA RA
    APPROVED
    Since 2026-06-10

Branch Locations

3120 W Grant Line Rd, Tracy, CA 95304 • 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 Pleasant Hill CA 05/2026 Present
David White & Associates San Ramon CA 04/2025 05/2026
Self Employed San Ramon CA 01/2020 04/2025
Tech Mahindra Americas San Jose CA 02/2015 12/2019
Ameritas Investment Company, Llc Lincoln NE 08/2025 05/2026
Ameritas Life Insurance Corp. Lincoln NE 07/2025 05/2026
Ameritas Advisory Services, Llc Lincoln NE 02/2026 05/2026
Bank Of America, N.A. Pleasant Hill CA 06/2026 Present
  • 05/2026 → Present
    Pleasant Hill, CA
  • 04/2025 → 05/2026
    David White & Associates
    San Ramon, CA
  • 01/2020 → 04/2025
    Self Employed
    San Ramon, CA
  • 02/2015 → 12/2019
    Tech Mahindra Americas
    San Jose, CA
  • 08/2025 → 05/2026
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 07/2025 → 05/2026
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 02/2026 → 05/2026
    Lincoln, NE
  • 06/2026 → Present
    Bank Of America, N.A.
    Pleasant Hill, CA
Previous Registrations
Other Businesses

I*4624359Entity Type: Entity For ProfitName of OBA: The Raj and U Natarajan Family TrustAddress: San Ramon, California, 94582Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 04/14/2010Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: This is a second home that has been rented under my family trust Managing the rental property I*4782277, Entity Type: , Name of OBA: J N, Address: San Ramon, California, 94582, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/15/2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-05
  • S66 Uniform Combined State Law Examination
    2026-02-05
Other Names
  • Raj Natarajan
  • Alagappan Natarajan

View on SEC IAPD

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