Francisco John Lopez

Current Employers

Employment History

• 12/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ontario, CA

Other Businesses

I*: Entity Type: Fiduciary role Name: F. J L. and G. L. Family Trust Investment related: No Address: Rancho Cucamonga, CA 91739 Title, or relationship with the other business: Trustee Start date of your relationship: 2019 Hours/month you devote to the other business: Less than one hour per month Hours you devote/month to the other business during securities trading hours: 0 Duties relating to the other business: Trustee of my own family trust I*: Entity Type: Fiduciary role Name: R. and A. L. Family Trust Investment-related: No Address: Alhambra, CA 91801 Title, or relationship with the other business: Successor trustee Start date of your relationship: 2018 Hours/month you devote to the other business: 0 Hours you devote/month to the other business during securities trading hours: 0 Duties relating to the other business: I am the successor trustee on my parent's family trust I*: 2586294 Entity Type: Fiduciary role Name of OBA: The L. Family Trust Address: Rancho Cucamonga, CA 91739 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/30/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee for Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2023-02-08

Other Names

• Frank Lopez