Shabnam Rezaei

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Laguna Niguel, CA

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-27
CA	RA	APPROVED	2026-03-11

TX RA
APPROVED

Since 2026-04-27
CA RA
APPROVED

Since 2026-03-11

Branch Locations

30162 Crown Valley Pkwy, Laguna Niguel, CA 92677 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	09/2022	Present
Ez Insurance	Costa Mesa	CA	05/2022	09/2022
Macys	Mission Viejo	CA	11/2021	04/2022
Minidil	Eskisehir		10/2015	11/2021
Bank Of America, N.A.	Newport Beach	CA	01/2026	Present

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
05/2022 → 09/2022

Ez Insurance

Costa Mesa, CA
11/2021 → 04/2022

Macys

Mission Viejo, CA
10/2015 → 11/2021

Minidil

Eskisehir
01/2026 → Present

Bank Of America, N.A.

Newport Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-10

S66 Uniform Combined State Law Examination

2026-03-10

View on SEC IAPD

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