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 2026-06-08
CA RA APPROVED 2026-04-17
  • TX RA
    APPROVED
    Since 2026-06-08
  • CA RA
    APPROVED
    Since 2026-04-17

Branch Locations

18622 Macarthur Blvd, Irvine, CA 92612 • 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 12/2025 Present
San Diego State University Club Sports San Diego CA 07/2023 10/2024
Tustin Unified School District - Foothill High School North Tustin CA 01/2025 05/2025
Paul D. Schreiber High School Port Washington NY 09/2016 06/2020
San Diego State University San Deigo CA 08/2020 05/2024
Unemployed N/A CA 06/2025 11/2025
Bank Of America, N.A. Newport Beach CA 02/2026 Present
  • 12/2025 → Present
    Newport Beach, CA
  • 07/2023 → 10/2024
    San Diego State University Club Sports
    San Diego, CA
  • 01/2025 → 05/2025
    Tustin Unified School District - Foothill High School
    North Tustin, CA
  • 09/2016 → 06/2020
    Paul D. Schreiber High School
    Port Washington, NY
  • 08/2020 → 05/2024
    San Diego State University
    San Deigo, CA
  • 06/2025 → 11/2025
    Unemployed
    N/A, CA
  • 02/2026 → Present
    Bank Of America, N.A.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-16
  • S66 Uniform Combined State Law Examination
    2026-04-16

View on SEC IAPD

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor