Paul Kaleo Bastio

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-07-19
TX	RA	APPROVED	2024-07-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orange	CA	08/2022	06/2024
Loandepot	Foothill Ranch	CA	06/2021	06/2022
Direct Energy Metering	Irvine	CA	07/2020	06/2021
Clean Initiative	Anaheim	CA	03/2019	07/2020
Keiwit	Santa Fe Springs	CA	09/2018	02/2019
Murray Co	Compton	CA	02/2018	06/2018
Kenetics	Anaheim	CA	10/2016	01/2018
Bank Of America	Orange	CA	08/2022	06/2024
Jpmorgan Chase Bank, N.A.	Irvine	CA	07/2024	Present
J.P. Morgan Securities Llc	Irvine	CA	07/2024	Present
Local Union 250	Orange	CA	10/2016	03/2019
Unemployed	Flagstaff	AZ	05/2015	10/2016
Unemployed	Irvine	CA	06/2022	07/2022

08/2022 → 06/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orange, CA
06/2021 → 06/2022

Loandepot

Foothill Ranch, CA
07/2020 → 06/2021

Direct Energy Metering

Irvine, CA
03/2019 → 07/2020

Clean Initiative

Anaheim, CA
09/2018 → 02/2019

Keiwit

Santa Fe Springs, CA
02/2018 → 06/2018

Murray Co

Compton, CA
10/2016 → 01/2018

Kenetics

Anaheim, CA
08/2022 → 06/2024

Bank Of America

Orange, CA
07/2024 → Present

Jpmorgan Chase Bank, N.A.

Irvine, CA
07/2024 → Present

J.P. Morgan Securities Llc

Irvine, CA
10/2016 → 03/2019

Local Union 250

Orange, CA
05/2015 → 10/2016

Unemployed

Flagstaff, AZ
06/2022 → 07/2022

Unemployed

Irvine, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-08

Other Firms