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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 2026-08-26
CA RA APPROVED 2026-08-25
  • TX RA
    APPROVED
    Since 2026-08-26
  • CA RA
    APPROVED
    Since 2026-08-25

Branch Locations

300 S El Camino Real, San Mateo, CA 94402 • 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
University Of San Francisco San Francisco CA 07/2021 12/2022
Unemployed Pacifica CA 11/2017 02/2018
Skyline College San Bruno CA 03/2020 06/2021
Kelly Moore Paints San Francisco CA 06/2016 11/2017
Village Host Pizza And Grill Burlingame CA 03/2018 11/2019
Jw Mcclenahan Co San Mateo CA 03/2019 02/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2023 09/2023
Northwestern Mutual Investment Services Llc San Francisco CA 01/2023 09/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 09/2024 Present
Umemployed Pacifica CA 09/2023 01/2024
Bank Of America, N.A. San Mateo CA 01/2024 09/2024
  • 07/2021 → 12/2022
    University Of San Francisco
    San Francisco, CA
  • 11/2017 → 02/2018
    Unemployed
    Pacifica, CA
  • 03/2020 → 06/2021
    Skyline College
    San Bruno, CA
  • 06/2016 → 11/2017
    Kelly Moore Paints
    San Francisco, CA
  • 03/2018 → 11/2019
    Village Host Pizza And Grill
    Burlingame, CA
  • 03/2019 → 02/2020
    Jw Mcclenahan Co
    San Mateo, CA
  • 01/2023 → 09/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2023 → 09/2023
    Northwestern Mutual Investment Services Llc
    San Francisco, CA
  • 09/2024 → Present
    San Mateo, CA
  • 09/2023 → 01/2024
    Umemployed
    Pacifica, CA
  • 01/2024 → 09/2024
    Bank Of America, N.A.
    San Mateo, CA
Previous Registrations
Other Businesses

I*3198279Entity Type: N/AName of OBA: Mullen Family TrustAddress: San Bruno, California, 94066Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 07/05/2022Number of Hours: 0, YearlyNumber of Hours during trading: 0, YearlyDuties: Successor Trustee Child/Grandchild I*5446269 Entity Type: Entity For Profit Name of OBA: Kyle Burns Address: Pacifica, California, 94044 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Selling sports cards on ebay that I open. Listing, selling and shipping sports cards from boxes that I open.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-13
  • S66 Uniform Combined State Law Examination
    2024-07-13
Other Names
  • Kyle Burns
  • Kyle William Burns

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