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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 2026-02-04
CA RA APPROVED 2026-01-02
  • TX RA
    APPROVED
    Since 2026-02-04
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

941 N Tustin St., Orange, CA 92867 • United States

2127 E 17Th St, Santa Ana, CA 92705 • 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 Tustin CA 08/2023 Present
In-N-Out Burger Irvine CA 08/2020 08/2023
Pacheco High School Los Banos CA 08/2016 07/2020
University Of California, Irvine Irvine CA 09/2020 12/2023
Zutila, Inc. Irvine CA 01/2023 08/2023
Bank Of America, N.A. Tustin CA 12/2025 Present
  • 08/2023 → Present
    Tustin, CA
  • 08/2020 → 08/2023
    In-N-Out Burger
    Irvine, CA
  • 08/2016 → 07/2020
    Pacheco High School
    Los Banos, CA
  • 09/2020 → 12/2023
    University Of California, Irvine
    Irvine, CA
  • 01/2023 → 08/2023
    Zutila, Inc.
    Irvine, CA
  • 12/2025 → Present
    Bank Of America, N.A.
    Tustin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
  • S66 Uniform Combined State Law Examination
    2025-09-30

View on SEC IAPD

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