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
CA RA APPROVED 2026-05-05
TX RA APPROVED 2026-05-05
  • CA RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED
    Since 2026-05-05

Branch Locations

3475 Via Lido, Newport Beach, CA 92663 • United States

2600 San Miguel Dr, Newport Beach, CA 92660 • 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 01/2026 Present
Verus Capital, Llc Orange CA 01/2019 12/2025
Omnia Real Estate Services Orange CA 08/2020 03/2025
Vida Fitness/Urban Adventures At Gallery Place Llc Washington DC 12/2019 08/2020
Artemis Esg Washington DC 01/2019 12/2019
United States House Of Representatives Washington DC 09/2017 12/2018
Uc Santa Barbara Dining Services Santa Barbara CA 09/2015 08/2017
University Of California, Santa Barbara Santa Barbara CA 10/2014 03/2018
Bank Of America, N.A. Newport Beach CA 03/2026 Present
  • 01/2026 → Present
    Newport Beach, CA
  • 01/2019 → 12/2025
    Verus Capital, Llc
    Orange, CA
  • 08/2020 → 03/2025
    Omnia Real Estate Services
    Orange, CA
  • 12/2019 → 08/2020
    Vida Fitness/Urban Adventures At Gallery Place Llc
    Washington, DC
  • 01/2019 → 12/2019
    Artemis Esg
    Washington, DC
  • 09/2017 → 12/2018
    United States House Of Representatives
    Washington, DC
  • 09/2015 → 08/2017
    Uc Santa Barbara Dining Services
    Santa Barbara, CA
  • 10/2014 → 03/2018
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 03/2026 → Present
    Bank Of America, N.A.
    Newport Beach, CA
Other Businesses

I*3844283 Entity Type: Entity For Profit Name of OBA: Verus Capital LLC Address: Orange, California, 92869 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/06/2024 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Verus Capital LLC was solely owned by myself, and previously used as an entity for my consulting business. It had been dormant prior to and during my employment at Bank of America. Verus Capital has since been terminated, effective February 19, 2026. No longer applicable. The LLC was terminated on February 19, 2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-20
  • S66 Uniform Combined State Law Examination
    2026-01-20
Other Names
  • Jeffrey M Ogata

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor