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Mccoy Seefeld Wegner

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, 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
CA RA APPROVED 2018-12-12
TX RA APPROVED 2018-12-12
  • CA RA
    APPROVED
    Since 2018-12-12
  • TX RA
    APPROVED
    Since 2018-12-12

Branch Locations

555 California St, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 06/2018 Present
Wheel Pizza Bloomington IN 01/2018 05/2018
Merrill Lynch San Francisco CA 05/2017 08/2017
Indiana University Bloomington IN 08/2014 05/2018
Bank Of America, N.A. San Francisco CA 04/2025 Present
  • 06/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 01/2018 → 05/2018
    Wheel Pizza
    Bloomington, IN
  • 05/2017 → 08/2017
    Merrill Lynch
    San Francisco, CA
  • 08/2014 → 05/2018
    Indiana University
    Bloomington, IN
  • 04/2025 → Present
    Bank Of America, N.A.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-11
  • S66 Uniform Combined State Law Examination
    2018-12-11
Other Names
  • Mccoy S Wegner
  • Mccoy Wegner

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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