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Felix Espinoza

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oro Valley, AZ

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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 2023-06-20
  • TX RA
    APPROVED
    Since 2023-06-29
  • CA RA
    APPROVED
    Since 2023-06-20

Branch Locations

10775 N Oracle Rd, Oro Valley, AZ 85737 • 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 Chandler AZ 11/2022 Present
Cablier Home Loans Scottsdale AZ 04/2020 01/2022
Loandepot Scottsdale AZ 06/2016 04/2020
Wells Fargo Phoenix AZ 05/2015 06/2016
Unemployed Avondale AZ 01/2022 11/2022
Bank Of America, N.A. Chandler AZ 03/2023 Present
  • 11/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 04/2020 → 01/2022
    Cablier Home Loans
    Scottsdale, AZ
  • 06/2016 → 04/2020
    Loandepot
    Scottsdale, AZ
  • 05/2015 → 06/2016
    Wells Fargo
    Phoenix, AZ
  • 01/2022 → 11/2022
    Unemployed
    Avondale, AZ
  • 03/2023 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-16
  • S66 Uniform Combined State Law Examination
    2023-06-16

View on SEC IAPD

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