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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 2019-01-25
CA RA APPROVED 2018-09-04
  • TX RA
    APPROVED
    Since 2019-01-25
  • CA RA
    APPROVED
    Since 2018-09-04

Branch Locations

4012 Foothills Blvd, Roseville, CA 95747 • 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 Stockton CA 03/2018 Present
Farmers And Merchants Bank Stockton CA 10/2017 03/2018
Fete Today, Inc Lodi CA 01/2015 03/2018
Bank Of America, N.A. Stockton CA 06/2018 Present
Other Businesses

I*113575For profit or not for profit: For-Profit OrganizationName of outside business organization: Fete Today IncInvestment related: NAddress of business:Lodi, California 95240Nature of business: S-Corp,Position, title, association: Officer, Start date of relationship: 2/2/2015Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Fete Today, Inc is a California corporation that is a wine and grape family business. I*1799277Entity Type: N/AName of OBA: Lodi Unified School DistrictAddress: N/AInvestment Related: NoPosition, Title, Association: N/AEmployee Start Date: N/ANo Hours: N/ANo Hours during trading: N/ADuties: Lincoln Technical Academy CTE Business and Finance Committee: This committee meets once a year to review curriculum, discuss classroom assistance/career readiness, and make suggestions and recommendations that will enhance and improve the program. The main functions of the Advisory Committee are 1) to provide up to date information on current business industry trends and technologies related to this course. 2) Provide recommendations for the continued development and improvement of the course in the career technical area. I*1571265, Entity Type: Entity Charitable, Name of OBA: Fellowship of Christian Athletes, Address: Kansas City, Missouri, 64129, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 11/08/2023, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Schedule Board Meetings and Communicate with Staff. The new responsibilities for this role starting on April 1, 2026 is that I will be the board direct for Contra Costa Board and Stanislaus Board as well as my current board with is San Joaquin County. But the duties remain the same which are schedule board meetings and communicate with staff. The Fellowship of Christian Athletes (FCA) exists to impact the world for Jesus Christ by engaging, equipping, and empowering coaches and athletes to unite faith and sport. Its core purpose is to foster spiritual growth, character, and integrity among athletes and coaches, helping them to influence their communities through the gospel.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-31
  • S66 Uniform Combined State Law Examination
    2018-08-31
Other Names
  • Justin Perry

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