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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 2026-01-15
CA RA APPROVED 2026-01-02
  • TX RA
    APPROVED
    Since 2026-01-15
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

11855 Carmel Mountain Rd, San Diego, CA 92128 • 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 Diego CA 11/2025 Present
Point Break Electric San Diego CA 03/2025 11/2025
Bj Resturant San Diego CA 12/2023 08/2024
V&R Associates San Diego CA 12/2022 03/2023
La Jolla Shores Restaurant And Resort San Diego CA 06/2023 12/2023
Elbell San Diego CA 05/2022 10/2022
Unemployed (In High School) San Diego CA 01/2014 05/2019
Grossmont Theater San Diego CA 05/2019 10/2019
Caroline Herrera San Diego CA 11/2019 01/2020
Unemployed (Going To Patrick Henry High School) San Diego CA 01/2020 03/2020
K&B Restaurant San Diego CA 03/2020 05/2020
Cheesecake Factory San Diego CA 05/2020 09/2020
Unemployed (Attended Grossmont Collage) San Diego CA 09/2020 10/2020
Core Electric San Diego CA 10/2020 02/2022
Unemployed San Diego CA 02/2022 05/2022
Unemployed San Diego CA 10/2022 12/2022
Unemployed San Diego CA 03/2023 06/2023
Unemployed San Diego CA 08/2024 03/2025
Bank Of America, N.A. San Diego CA 01/2026 Present
  • 11/2025 → Present
    San Diego, CA
  • 03/2025 → 11/2025
    Point Break Electric
    San Diego, CA
  • 12/2023 → 08/2024
    Bj Resturant
    San Diego, CA
  • 12/2022 → 03/2023
    V&R Associates
    San Diego, CA
  • 06/2023 → 12/2023
    La Jolla Shores Restaurant And Resort
    San Diego, CA
  • 05/2022 → 10/2022
    Elbell
    San Diego, CA
  • 01/2014 → 05/2019
    Unemployed (In High School)
    San Diego, CA
  • 05/2019 → 10/2019
    Grossmont Theater
    San Diego, CA
  • 11/2019 → 01/2020
    Caroline Herrera
    San Diego, CA
  • 01/2020 → 03/2020
    Unemployed (Going To Patrick Henry High School)
    San Diego, CA
  • 03/2020 → 05/2020
    K&B Restaurant
    San Diego, CA
  • 05/2020 → 09/2020
    Cheesecake Factory
    San Diego, CA
  • 09/2020 → 10/2020
    Unemployed (Attended Grossmont Collage)
    San Diego, CA
  • 10/2020 → 02/2022
    Core Electric
    San Diego, CA
  • 02/2022 → 05/2022
    Unemployed
    San Diego, CA
  • 10/2022 → 12/2022
    Unemployed
    San Diego, CA
  • 03/2023 → 06/2023
    Unemployed
    San Diego, CA
  • 08/2024 → 03/2025
    Unemployed
    San Diego, CA
  • 01/2026 → Present
    Bank Of America, N.A.
    San Diego, CA
Other Businesses

I*3819297 Entity Type: Entity For Profit Name of OBA: A D A Address: San Diego, California, 91942 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/20/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: Making music is just a hobby I do with my friends. I dont have any responsibilities, I just partake when I have free time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-09
  • S66 Uniform Combined State Law Examination
    2025-04-09

View on SEC IAPD

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