Malia S Morales

Current Employers

Employment History

• 08/2006 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Houston, TX
• 09/2009 → 04/2026
  Bank Of America, Na
  Dallas, TX
• 04/2026 → Present
  Rockefeller Financial Llc
  Houston, TX

Previous Registrations

• 2007-06-04 → 2026-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX
  Dallas, TX

Other Businesses

I*111343For profit or not for profit: For-Profit OrganizationName of outside business organization: CJM Real Estate LLCInvestment related: NAddress of business:Houston, Texas 77035Nature of business: LLC,Position, title, association: Other, Wife of Partial Owner/Partner Start date of relationship: 2/1/2018Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: My husband has gone into business with 2 other partners. They will buy residential properties, renovate them, and rent them out to tenants. None of my clients are partners of the LLC nor will any of my clients be tenants.I*3149286Entity Type: N/AName of OBA:SMB 2025 TrustAddress:Houston TexasInvestment Related:NoPosition, Title, Association:TrusteeStart Date:11/12/2025No Hours: 0 YearlyNo Hours during trading: 0 Duties: Trustee for Parents, Aunt I*3149288Entity Type: N/AName of OBA:M SAddress:Houston TexasInvestment Related:No Position, Title, Association: Power of Attorney Start Date:11/11/2025No Hours: 0 Yearly No Hours during trading:0 Duties: Power of Attorney for Parents I*3227264 Entity Type: Fiduciary role Name of OBA: MALIA MORALES TTEE U/A DTD 11/10/2025 BY M R S Address: HOUSTON, TX 77055 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 11/26/2025 Number of Hours: 0.5, Yearly Number of Hours during trading: 0 Duties: Trustee Aunt I*3259270 Entity Type: Fiduciary role Name of OBA: M. S. M. TTEE U/A DTD 11/10/2025 BY M. S. Address: HOUSTON, TX 77055 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/02/2025 Number of Hours: 0.5, Yearly Number of Hours during trading: 0.5, Yearly Duties: Trustee/Niece I*3259268 Entity Type: Fiduciary role Name of OBA: M. S. M. TTEE U/A DTD 11/10/2025 BY M. S. Address: HOUSTON, TX 77055 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/02/2025 Number of Hours: 0.5, Yearly Number of Hours during trading: 0.5, Yearly Duties: Trustee/Niece

Exams

• S66 Uniform Combined State Law Examination
  2007-06-02

Other Names

• Malia Kristin Skaer
• Malia Skaer Morales
• Malia Skaer
• Malia Skaer Morales
• Malia Morales
• Malia Skaer Morales