Christina Simonyi

Current Employers

Employment History

• 12/2009 → 10/2017
  Us Bank
  Rolling Meadows, IL
• 01/2018 → 07/2021
  U. S. Bancorp Investments, Inc
  Wheeling, IL
• 10/2017 → 07/2021
  Us Bank
  Wheeling, IL
• 11/2021 → 02/2024
  Wells Fargo Clearing Services, Llc
  North Port, FL
• 11/2021 → 02/2024
  Wells Fargo Bank, Na
  North Port, FL
• 07/2021 → 11/2021
  Unemployed/ Homemaker
  Bradenton, FL
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Punta Gorda, FL
• 04/2024 → Present
  Bank Of America, N.A.
  Punta Gorda, FL

Previous Registrations

• 2022-01-03 → 2024-03-05
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  North Port, FL
  Venice, FL
• 2020-02-11 → 2021-08-10
  U.S. Bancorp Investments, Inc.
  Rolling Meadows, IL
  Wheeling, IL

Other Businesses

I* 1785376For profit or not for profit: Name of outside business organization: Bomb PartyInvestment related: noAddress of business:Nature of business: Position, title, association: Sales RepStart date of relationship: 01/15/2024Number of hours devoted: 2 weeklyNumber of hours devoted during trading hours: 0Duties: online jewelry sales I*1785339Entity Type: For ProfitName of OBA: Diamond Edge Homes LLCAddress:North Port, FLInvestment Related:NoPosition, Title, Association:OtherStart Date:05/01/2023No Hours: 0 WeeklyNo Hours during trading:0Duties:This is a home remodeling business owned 100% by F.E., I am listed as the registered agent with the state of Florida because I had submitted the filing paperwork to the state. I am not active in the business. I*2944294, Entity Type: Entity Charitable, Name of OBA: Our Charlotte Elderly Affairs Network, Address: Port Charlotte, Florida, 33952, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/21/2026, No Hours: 3 Monthly, No Hours during Trading: 1.5 Monthly, Duties: To serve as a board member and keep track of how many members sign up and the total running balances of the member fees- I will NOT be a signor on any bank accounts or have access to any funds/money. This organization is involved with non profit business and other small business that provide services to the elderly in Charlotte county. We connect with each other to provide services (volunteer hours) to Senior citizens that need assistance, whether its just to check in on their well being or connect them with professionals in the industry depending on their level of need. I*2944296, Entity Type: Entity Charitable, Name of OBA: Rotary Club, Address: Punta Gorda, Florida, 33950, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 10/07/2025, No Hours: 6 Monthly, No Hours during Trading: 5 Monthly, Duties: member of the Public Image committee, Rotary is an international organization that puts service above self. Non profit dedicated to helping the community

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-11
• S63 Uniform Securities Agent State Law Examination
  2018-04-05

Other Names

• Christina Anastasia Simonyi