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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 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

10661 Culebra Rd, San Antonio, TX 78251 • 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
J.P. Morgan Securities Llc San Antonio TX 11/2021 Present
Jpmorgan Chase Bank (Tx) San Antonio TX 11/2021 Present
Lyft Self Employment San Antonio TX 08/2021 10/2021
At&T San Antonio TX 09/2016 03/2021
Mega Furniture Mult. Locations San Antonio TX 06/2016 09/2016
Unemployed San Antonio TX 04/2021 07/2021
Rover Seattle WA 05/2024 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 08/2025 Present
Bank Of America, N.A. San Antonio TX 10/2025 Present
  • 11/2021 → Present
    J.P. Morgan Securities Llc
    San Antonio, TX
  • 11/2021 → Present
    Jpmorgan Chase Bank (Tx)
    San Antonio, TX
  • 08/2021 → 10/2021
    Lyft Self Employment
    San Antonio, TX
  • 09/2016 → 03/2021
    At&T
    San Antonio, TX
  • 06/2016 → 09/2016
    Mega Furniture Mult. Locations
    San Antonio, TX
  • 04/2021 → 07/2021
    Unemployed
    San Antonio, TX
  • 05/2024 → Present
    Rover
    Seattle, WA
  • 08/2025 → Present
    San Antonio, TX
  • 10/2025 → Present
    Bank Of America, N.A.
    San Antonio, TX
Other Businesses

Entity Name: ROVER Investment related: No "Address: 2101 Fourth Avenue Suite 400 Seattle, Washington https://www.rover.com/about-us/" Nature of the other business: Pet Sitting Position/Title/Relationship: Employee/Contractor Start Date: 05/13/2024 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a pet sitting and dog walking business. I would be walking dogs, pet sitting on my free time. There is no relation to JPMC nor similarities to my current role. Entity Name: Lyft Investment related: No "Address: 185 Berry St Suite 400 San Francisco, CA https://www.lyft.com" Nature of the other business: Driver Position/Title/Relationship: Employee/Contractor Start Date: 05/13/2024 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a Ridesharing company, no connection to JPMC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-16
S63 Uniform Securities Agent State Law Examination 2022-05-04
  • S65 Uniform Investment Adviser Law Examination
    2023-12-16
  • S63 Uniform Securities Agent State Law Examination
    2022-05-04
Other Names
  • Valeria Luna
  • Valeria Luna-Vazquez

View on SEC IAPD

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