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Bowen Ogata

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boise, ID

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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_RES 2021-03-08
ID RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2021-03-08
  • ID RA
    APPROVED
    Since 2018-11-02

Branch Locations

225 N 9Th St, Boise, ID 83702 • 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 Boise ID 07/2018 Present
Echelon Group Boise ID 06/2017 08/2017
University Of Illinois-Chicago Chicago IL 08/2016 06/2017
University Of Illinois-Chicago Chicago IL 08/2017 05/2018
Bank Of America, N.A. Boise ID 08/2018 Present
  • 07/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boise, ID
  • 06/2017 → 08/2017
    Echelon Group
    Boise, ID
  • 08/2016 → 06/2017
    University Of Illinois-Chicago
    Chicago, IL
  • 08/2017 → 05/2018
    University Of Illinois-Chicago
    Chicago, IL
  • 08/2018 → Present
    Bank Of America, N.A.
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-01
  • S66 Uniform Combined State Law Examination
    2018-11-01
Other Names
  • Bowen V Ogata

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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