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Sydney Elizabeth Wilson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-22
TX RA APPROVED 2022-06-03
  • CA RA
    APPROVED
    Since 2026-04-22
  • TX RA
    APPROVED
    Since 2022-06-03

Branch Locations

520 Newport Center 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 Irvine CA 06/2016 10/2021
J.P. Morgan Securities Llc Encinitas CA 10/2021 05/2022
Jpmorgan Chase Bank, N.A Encinitas CA 10/2021 05/2022
Bank Of America Irvine CA 05/2019 10/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 05/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-04
  • S66 Uniform Combined State Law Examination
    2019-04-04
Other Names
  • Sydney Elizabeth Steele
  • Sydney E Steele
  • Sydney Steele

View on SEC IAPD

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OCVC, LLC · NEWPORT BEACH, CA
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PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
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J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
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