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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 2026-02-13
CA RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-04

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
Morgan Stanley San Mateo CA 04/2018 09/2021
Barthold Insurance San Bruno CA 05/2015 03/2018
First Republic Securities Company, Llc San Francisco CA 03/2022 10/2023
First Republic Investment Management, Inc San Francisco CA 03/2022 09/2023
C3.aI Redwood City CA 09/2021 02/2022
J.P. Morgan Securities Llc San Francisco CA 03/2022 01/2026
Jp Morgan Chase Bank, N.A. San Francisco CA 10/2023 01/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 01/2026 Present
San Jose State University San Jose CA 08/2015 05/2017
  • 04/2018 → 09/2021
    San Mateo, CA
  • 05/2015 → 03/2018
    Barthold Insurance
    San Bruno, CA
  • 03/2022 → 10/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 03/2022 → 09/2023
    First Republic Investment Management, Inc
    San Francisco, CA
  • 09/2021 → 02/2022
    C3.aI
    Redwood City, CA
  • 03/2022 → 01/2026
    San Francisco, CA
  • 10/2023 → 01/2026
    Jp Morgan Chase Bank, N.A.
    San Francisco, CA
  • 01/2026 → Present
    San Francisco, CA
  • 08/2015 → 05/2017
    San Jose State University
    San Jose, CA
Previous Registrations
  • 2024-03-08 → 2026-01-21
    San Francisco, CA
    San Francisco, CA
  • 2022-03-07 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
  • 2020-08-31 → 2021-09-22
    San Mateo, CA
Other Businesses

I*4595277 Entity Type: Entity For Profit Name of OBA: AIEdgeDaily Address: Pacifica, California, 94044 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Create an anonymous social media account focused on Ai tools and productivity content. It will be unrelated to finance, investments or wealth management. The account will be monetized through software affiliate referrals. It will not reference my personal identity or employer. I will not be using my name or identifying information. It will not conflict with my duties or client obligations. It will only be worked on outside of my role here and not during business hours. no more than 20 minutes daily helping write the posts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-31
  • S66 Uniform Combined State Law Examination
    2020-08-31
Other Names
  • Ryan Anthony Padreddii

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