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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 2025-04-08
CA RA APPROVED 2025-02-01
  • TX RA
    APPROVED
    Since 2025-04-08
  • CA RA
    APPROVED
    Since 2025-02-01

Branch Locations

145 S State College Blvd, Brea, CA 92821 • 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 Yorba Linda CA 11/2024 Present
Marshall B. Ketchum University Fullerton CA 01/2023 11/2024
National 4-H Council Chevy Chase MD 12/2019 12/2022
Association Of American Law Schools Washington D.C. DC 06/2018 12/2019
The George Washington University Washington D.C. DC 09/2017 06/2018
Merrill Lynch Brea CA 11/2016 08/2017
University Of California, San Diego San Diego CA 09/2013 11/2016
The George Washington University Washington D.C. DC 08/2017 05/2019
Smithsonian National Museum Of Natural History Washington WA 09/2017 05/2018
Bank Of America, N.A. Yorba Linda CA 01/2025 Present
  • 11/2024 → Present
    Yorba Linda, CA
  • 01/2023 → 11/2024
    Marshall B. Ketchum University
    Fullerton, CA
  • 12/2019 → 12/2022
    National 4-H Council
    Chevy Chase, MD
  • 06/2018 → 12/2019
    Association Of American Law Schools
    Washington D.C., DC
  • 09/2017 → 06/2018
    The George Washington University
    Washington D.C., DC
  • 11/2016 → 08/2017
    Merrill Lynch
    Brea, CA
  • 09/2013 → 11/2016
    University Of California, San Diego
    San Diego, CA
  • 08/2017 → 05/2019
    The George Washington University
    Washington D.C., DC
  • 09/2017 → 05/2018
    Smithsonian National Museum Of Natural History
    Washington, WA
  • 01/2025 → Present
    Bank Of America, N.A.
    Yorba Linda, CA
Other Businesses

I*4839267, Entity Type Entity Charitable, Name of OBA: R N Library & Birthplace Docent Guild Address: Yorba Linda California 92886 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/01/2017 No Hours: 200 Yearly No Hours during trading: 0 Duties: Coordinate and support the docent internship program, including recruitment, training, and mentorship of student volunteers. Serve as museum docent. Nonprofit org composed of 200+ museum docents who support visitor services, tours, educational programs and public engagement at the Richard Nixon Presidential Library.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-30
  • S66 Uniform Combined State Law Examination
    2025-01-30
Other Names
  • Lauren Michelle Wong

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