Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-04
CA RA APPROVED 2026-01-30
  • TX RA
    APPROVED
    Since 2026-03-04
  • CA RA
    APPROVED
    Since 2026-01-30

Branch Locations

13244 Jamboree Rd, Irvine, CA 92602 • 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 Newport Beach CA 02/2025 Present
East West Bank Pasadena CA 05/2022 07/2024
Newpie Technology Inc City Of Industry CA 12/2020 07/2021
Camellia Waldorf School Sacramento CA 09/2017 05/2018
American River College Sacramento CA 06/2014 09/2017
University Of California, Los Angeles Los Angeles CA 05/2018 06/2020
Sandro Los Angeles CA 04/2022 05/2022
Cole Haan Los Angeles CA 04/2022 08/2022
Unemployed Sacramento CA 07/2021 05/2022
Unemployed Los Angeles CA 06/2020 09/2020
Sandalwood Advisors Limited Los Angeles CA 09/2020 12/2020
Unemployed Arcadia CA 07/2024 02/2025
Bank Of America, N.A. Newport Beach CA 01/2026 Present
  • 02/2025 → Present
    Newport Beach, CA
  • 05/2022 → 07/2024
    East West Bank
    Pasadena, CA
  • 12/2020 → 07/2021
    Newpie Technology Inc
    City Of Industry, CA
  • 09/2017 → 05/2018
    Camellia Waldorf School
    Sacramento, CA
  • 06/2014 → 09/2017
    American River College
    Sacramento, CA
  • 05/2018 → 06/2020
    University Of California, Los Angeles
    Los Angeles, CA
  • 04/2022 → 05/2022
    Sandro
    Los Angeles, CA
  • 04/2022 → 08/2022
    Cole Haan
    Los Angeles, CA
  • 07/2021 → 05/2022
    Unemployed
    Sacramento, CA
  • 06/2020 → 09/2020
    Unemployed
    Los Angeles, CA
  • 09/2020 → 12/2020
    Sandalwood Advisors Limited
    Los Angeles, CA
  • 07/2024 → 02/2025
    Unemployed
    Arcadia, CA
  • 01/2026 → Present
    Bank Of America, N.A.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
  • S66 Uniform Combined State Law Examination
    2026-01-30
Other Names
  • Skye Ma

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor