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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_RES 2025-01-02
CA RA APPROVED 2024-12-16
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • CA RA
    APPROVED
    Since 2024-12-16

Branch Locations

11811 Bernardo Plaza Ct, San Diego, CA 92128 • 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
First Command Brokerage Service Inc Fort Worth TX 02/2022 07/2022
Psi Services Llc 5440 Morehouse Dr CA 10/2019 07/2022
Fedex San Diego CA 09/2019 01/2020
United States Navy Washington Dc DC 08/2012 09/2019
First Command Brokerage Services, Inc. Fort Worth TX 07/2022 11/2024
First Command Advisory Services, Inc. Fort Worth TX 07/2022 11/2024
First Command Insurance Services, Inc. Fort Worth TX 07/2022 11/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11/2024 Present
San Diego State University San Diego CA 08/2022 Present
Bank Of America, N.A. San Diego CA 01/2025 Present
  • 02/2022 → 07/2022
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 10/2019 → 07/2022
    Psi Services Llc
    5440 Morehouse Dr, CA
  • 09/2019 → 01/2020
    Fedex
    San Diego, CA
  • 08/2012 → 09/2019
    United States Navy
    Washington Dc, DC
  • 07/2022 → 11/2024
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 07/2022 → 11/2024
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 07/2022 → 11/2024
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 11/2024 → Present
    San Diego, CA
  • 08/2022 → Present
    San Diego State University
    San Diego, CA
  • 01/2025 → Present
    Bank Of America, N.A.
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-22
  • S66 Uniform Combined State Law Examination
    2022-06-22
Other Names
  • Eric Branch

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