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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_RES 2001-01-04
CA RA APPROVED 1997-07-08
  • TX RA
    APPROVED_RES
    Since 2001-01-04
  • CA RA
    APPROVED
    Since 1997-07-08

Branch Locations

Palm Desert, CA • United States

74800 Us Highway 111, Indian Wells, CA 92210 • 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 Hemet CA 04/1993 Present
Bank Of America,N.A. Indian Wells CA 06/2011 Present
Other Businesses

I*464892, Entity Type: Entity For Profit, Name of OBA: McLean Farm Trust, Address: Denver, Colorado 80202, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 07/18/2016, No Hours: 2, No Hours during trading: 2, Duties: LLC was placed in the Trust and registered with McLean Co., in June of 2018. Now a new lease agreement needs to be established. The purpose of the Trust is to manage a family farm and distribute from estate. P. is a TTEE and not a beneficiary.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-16
S63 Uniform Securities Agent State Law Examination 1993-08-04
  • S65 Uniform Investment Adviser Law Examination
    1994-12-16
  • S63 Uniform Securities Agent State Law Examination
    1993-08-04
Other Names
  • Paul H Meinhold
  • Paul Henry Meinhold

View on SEC IAPD

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