Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-08
CA RA APPROVED 2024-06-04
  • TX RA
    APPROVED
    Since 2024-08-08
  • CA RA
    APPROVED
    Since 2024-06-04

Branch Locations

245 Winston Dr, San Francisco, CA 94132 • United States

955 El Camino Real, South San Francisco, CA 94080 • 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
Jpmorgan Chase Bank, N.A. San Francisco CA 06/2022 07/2023
J.P. Morgan Securities Llc San Francisco CA 06/2022 07/2023
Citibank Daly City CA 05/2019 05/2022
Valliani Jewelers Daly City CA 07/2018 06/2019
Macys San Francisco CA 05/2015 05/2018
Wyndham Destinations San Francisco CA 06/2018 07/2018
Citigroup San Mateo CA 07/2023 05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated South San Francisco CA 05/2024 Present
Skyline College San Bruno CA 08/2013 05/2018
San Francisco State University San Francisco CA 08/2018 05/2020
Bank Of America, N.A. South San Francisco CA 07/2024 Present
  • 06/2022 → 07/2023
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 06/2022 → 07/2023
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 05/2019 → 05/2022
    Citibank
    Daly City, CA
  • 07/2018 → 06/2019
    Valliani Jewelers
    Daly City, CA
  • 05/2015 → 05/2018
    Macys
    San Francisco, CA
  • 06/2018 → 07/2018
    Wyndham Destinations
    San Francisco, CA
  • 07/2023 → 05/2024
    Citigroup
    San Mateo, CA
  • 05/2024 → Present
    South San Francisco, CA
  • 08/2013 → 05/2018
    Skyline College
    San Bruno, CA
  • 08/2018 → 05/2020
    San Francisco State University
    San Francisco, CA
  • 07/2024 → Present
    Bank Of America, N.A.
    South San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
S63 Uniform Securities Agent State Law Examination 2022-08-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
  • S63 Uniform Securities Agent State Law Examination
    2022-08-22
Other Names
  • Mark B Canlapan
  • Mark Bustos Canlapan
  • Mark Brian Canlapan
  • Mark Brian Bustos Canlapan
  • Mark Brian B Canlapan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor