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Oliver Alvarado Algarate

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tarzana, CA

Sun Valley, CA

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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 2023-06-29
CA RA APPROVED 2023-05-19
  • TX RA
    APPROVED
    Since 2023-06-29
  • CA RA
    APPROVED
    Since 2023-05-19

Branch Locations

18337 Ventura Blvd, Tarzana, CA 91356 • United States

8888 Sunland Blvd, Sun Valley, CA 91352 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Reseda CA 01/2019 Present
Deluxe Media Burbank CA 06/2016 12/2018
The Cheesecake Factory Glendale CA 05/2014 05/2022
Los Balcones Los Angeles CA 11/2012 06/2017
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-18
  • S66 Uniform Combined State Law Examination
    2023-05-18
Other Names
  • Oliver Alexandre Alvarado Algarate
  • Oliver Alvarado
  • Oliver Algarate
  • Oliver Alvaradoalgarate

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · TARZANA, CA
LPL FINANCIAL LLC · TARZANA, CA
WELLS FARGO CLEARING SERVICES, LLC · TARZANA, CA
INVESTMENT MANAGEMENT SOLUTIONS, INC. · TARZANA, CA
OSAIC WEALTH, INC. · TARZANA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · TARZANA, CA
CITIGROUP GLOBAL MARKETS INC. · Tarzana, CA
BRIGHTON ADVISORY GROUP · ENCINO, CA

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