Bryon W Smith

Current Employers

Employment History

• 06/2015 → 05/2020
  Morgan Stanley
  Los Angeles, CA
• 05/2020 → 09/2020
  Ubs Financial Sercices, Inc.
  Los Angeles, CA
• 09/2020 → 10/2021
  Rbc Capital Markets, Llc
  El Segundo, CA
• 11/2021 → 03/2024
  Planned Asset Management, Llc
  Calabasas, CA
• 09/2023 → 03/2024
  M.S. Howells & Co.
  Scottsdale, AZ
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 06/2024 → Present
  Bank Of America, N.A.
  Westlake Village, CA

Previous Registrations

• 2021-12-09 → 2024-08-05
  Planned Asset Management
  Calabasas, CA
• 2020-09-03 → 2021-11-04
  Rbc Capital Markets, Llc
  El Segundo, CA
• 2020-05-21 → 2020-09-15
  Ubs Financial Services Inc.
  Los Angeles, CA
• 2015-07-10 → 2020-05-13
  Morgan Stanley
  Los Angeles, CA
• 2014-05-22 → 2015-07-07
  Ubs Financial Services Inc.
  Los Angeles, CA

Other Businesses

I*1865389 Entity Type: Charitable Name of OBA: American Legion Gaming, Department of California Address: Pacific Palisades, California,90731 Investment Related: no Position, Title, Association: Treasurer Employee Start Date: 06/04/2024 No Hours:3 monthly No Hours during trading: 0 Duties: The American Legion Gaming committee is dedicated to assisting veterans in fighting PTSD and other mental health conditions as well as building fellowship and comradery throughout the veterans community through a shared experience utilizing and enjoying video games, board games and virtual reality, among other things. I am a founder and current treasurer of this Committee with "view only" access to financial accounts. I*1867296 Entity Type: Charitable Name of OBA: American Legion Riders Chapter 61 Address: Los Angeles.ca,90731 Investment Related: no Position, Title, Association: Treasurer Employee Start Date:06/04/2024 No Hours: 2 weekly No Hours during trading: 0 Duties: As a program of the American Legion, the American Legion Riders are well known for their charitable work, which has raised hundreds of thousands of dollars for local children's hospitals, schools, veterans homes, severely wounded servicemembers and scholarships. I am a founder and current treasurer of a local chapter onboard the battleship IOWA. I only have "view only" access to financial accounts. I*1865388 Entity Type, Charitable Name of OBA: Neighborhood Legal Services of Los Angeles Count Address:Glendale,California,91205 Investment Related: no Position, Title, Association: Committee Employee Start Date: 06/04/2024 No Hours:6 yearly No Hours during trading: 0 Duties: Each year NLSLA provides free assistance to more than 150,000 individuals and families through innovative projects that expand access to justice and address the most critical needs of people living in poverty throughout Los Angeles.I currently sit on their five person audit committee. I*2008278 Entity Type: Charitable Name of OBA: American Legion, Department of California, District 24 Address: Culver City California Investment Related: No Position, Title, Association :Officer Start Date:10/01/2024 No Hours: 10 Monthly No Hours during trading:0 Duties: American Legion is the largest veterans organization in the united states. They are dedicated to Veterans Affairs & Rehabilitation, National Security, Americanism, and Children & Youth. I have been asked to fill a vacancy as finance officer for the District 24 which represents greater Los Angeles. This would mainly be to help create an annual budget and deliver a monthly report to membership and the other officers. I would not have any check writing capabilities or access to move any funds. I*: 2929336 Entity Type: Charitable Organization Name of OBA: American Legion Riders Department of California Address: North Highlands, CA 95660 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 11/3/2025 Number of Hours: 8 hrs mthly Number of Hours during trading: 0 Duties: I would be one of sixteen members of the finance committee. Main duties are to prepare a proposed budget of the upcoming year for each commission and the annual Department Convention. I*4699293 Entity Type: For Profit Name of OBA: BG Loan & Jewelry Address: Bell Gardens, California, 90201 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/04/2027 Number of Hours: 20, Monthly Number of Hours during trading: 0 Duties: Specialized pawn and resale business focused on high-value jewelry, luxury watches, precious metals, and fine art. Provides short-term, collateralized loans and facilitates the purchase and sale of these assets, offering clients a discreet way to access liquidity and a curated marketplace for buyers. I will be the owner of the business

Exams

• S66 Uniform Combined State Law Examination
  2014-05-21

Other Names

• Bryon Wesley Smith