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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 2020-06-29
CA RA APPROVED 2020-05-26
  • TX RA
    APPROVED
    Since 2020-06-29
  • CA RA
    APPROVED
    Since 2020-05-26

Branch Locations

555 California St Pbig - San Francisco, San Francisco, CA 94104 • 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
Bank Of America, N.A. San Francisco CA 05/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 07/2018 Present
Oak Wealth Mangement Walnut Creek CA 09/2016 07/2018
Saint Mary'S College Of California Moraga CA 01/2015 09/2016
Saint Mary'S College Of California Moraga CA 09/2013 05/2017
  • 05/2026 → Present
    Bank Of America, N.A.
    San Francisco, CA
  • 07/2018 → Present
    San Francisco, CA
  • 09/2016 → 07/2018
    Oak Wealth Mangement
    Walnut Creek, CA
  • 01/2015 → 09/2016
    Saint Mary'S College Of California
    Moraga, CA
  • 09/2013 → 05/2017
    Saint Mary'S College Of California
    Moraga, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-22
  • S66 Uniform Combined State Law Examination
    2020-05-22
Other Names
  • Timothy Reid Devencenzi
  • Timothy Devencenzi

View on SEC IAPD

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