Lucian Ursan

Current Employers

Employment History

• 05/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 03/2017 → Present
  Bank Of America, N.A.
  Newport Beach, CA

Other Businesses

I*9142For profit or not for profit: Name of outside business organization: Lucian Ursan JTWROSInvestment related: Address of business:Cedartown, Georgia 30125Nature of business: Position, title, association: Start date of relationship: 12/9/2019Number of hours devoted: 10 hour(s) Number of hours devoted during trading hours: 0Duties: I*9143For profit or not for profit: Name of outside business organization: Lucian Ursan JTWROSInvestment related: Address of business:Cedartown, Georgia 30125Nature of business:Position, title, association: Start date of relationship: 12/9/2019Number of hours devoted: 5 hour(s) Number of hours devoted during trading hours: 0I*9559For profit or not for profit: Name of outside business organization: Ursan JTWROSInvestment related: Address of business:Cedartown, Georgia 30125Nature of business: Position, title, association: Start date of relationship: 5/29/2020Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0I*10578For profit or not for profit: Name of outside business organization: Lucian Ursan Investment related: Address of business:Rome, Georgia 30316Nature of business: ,Position, title, association: , Start date of relationship: 2/10/2021Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties: I*2691273, Entity Type, Name of OBA: L & G U Family Trust U/A DTD 7/23/2025 Address: La HabraCalifornia90631 Investment Related: NoPosition, Title, Association: Trustee Employee Start Date: 07/23/2025No Hours: 1 yearly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2012-05-30