Best Investors Account Sign in

Breanna Valencia

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Coeur D'ALene, ID

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-12-08
  • ID RA
    APPROVED
    Since 2025-12-08

Branch Locations

1221 W Emma Ave, Coeur D'ALene, ID 83814 • 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
Wells Fargo Advisors, Llc Folsom CA 08/2016 11/2016
Wells Fargo Clearing Services, Llc Folsom CA 11/2016 08/2021
Morgan Stanley Roseville CA 09/2021 10/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coeur D Alene ID 11/2025 Present
Big Lots, Inc Placerville CA 11/2020 01/2021
Bank Of America, N.A. Coeur D Alene ID 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-21
  • S66 Uniform Combined State Law Examination
    2018-05-21
Other Names
  • Breanna Baker
  • Breanna Justine Baker
  • Breanna J Baker
  • Breanna J Valencia

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
SANCTUARY ADVISORS, LLC
WARDIAN WEALTH MANAGEMENT, INC.
MADISON AVENUE SECURITIES, LLC
EDWARD JONES

Other Investors

WILLIAM PATRICK DOUGHERTY
MARLA KAY RINGLING
Tad Peter Johnson
KEVIN SCOTT MCCLELLAND
DEVLIN Cate FLAMM
ANTHONY ALAN OSS
MICHELLE SCHINI HANELINE
Brian Michael Parasida

Other Offices

LPL FINANCIAL LLC · COEUR D'ALENE, ID
STIFEL, NICOLAUS & COMPANY, INCORPORATED · COEUR D'ALENE, ID
WELLS FARGO CLEARING SERVICES, LLC · COEUR D'ALENE, ID
RAYMOND JAMES & ASSOCIATES, INC. · Coeur D Alene, ID
SANCTUARY ADVISORS, LLC · COEUR D'ALENE, ID
LPL FINANCIAL LLC · COEUR D'ALENE, ID
WARDIAN WEALTH MANAGEMENT, INC. · COEUR D'ALENE, ID
MADISON AVENUE SECURITIES, LLC · COEUR D'ALENE, ID

More in Coeur D'alene, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor