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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 2013-02-26
CA RA APPROVED 2006-05-26
  • TX RA
    APPROVED_RES
    Since 2013-02-26
  • CA RA
    APPROVED
    Since 2006-05-26

Branch Locations

5951 La Sendita, Rancho Santa Fe, CA 92067 • United States

6002 El Tordo, Rancho Santa Fe, CA 92067 • United States

6006 El Tordo, Rancho Santa Fe, CA 92067 • 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 San Diego CA 05/2006 Present
Bank Of America, N.A. Rancho Santa Fe CA 07/2011 Present
Previous Registrations
  • 2000-09-22 → 2006-06-01
    Banc Of America Investment Services, Inc.
    La Mesa, CA
    La Mesa, CA
    San Diego, CA
Other Businesses

I*123848For profit or not for profit: For-Profit OrganizationName of outside business organization: Tetrahedron Technologies IncInvestment related: NAddress of business:Encinitas, California 92024Nature of business: S-Corp,Position, title, association: Officer, Start date of relationship: 1/1/2019Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Secretary of my husband's S corporation. There are no employees besides my husband. Recently he changed the name of the business and I had to sign documents. I am on the bank account as a signer but my husband is the only one who signs the checks. I*1828278, Entity Type, Name of OBA: Coastal Community Foundation Address: Encinitas CA 92024 Investment Related: Position, Title, Association: member Employee Start Date:5/1/2024 No Hours: 2 hrs monthly No Hours during trading: Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-08
S63 Uniform Securities Agent State Law Examination 1996-03-08
  • S65 Uniform Investment Adviser Law Examination
    1999-06-08
  • S63 Uniform Securities Agent State Law Examination
    1996-03-08
Other Names
  • Jennifer Perkinson Mcnew
  • Jennifer Ruth Perkinsonmcnew
  • Jennifer Ruth Mcnew
  • Jennifer Ruth Perkinson
  • Jennifer Ruth Mullen
  • Jennifer R Perkinson
  • Jennifer R Mullen

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