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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 2020-08-19
CA RA APPROVED 2020-07-15
  • TX RA
    APPROVED
    Since 2020-08-19
  • CA RA
    APPROVED
    Since 2020-07-15

Branch Locations

2321 Rosecrans Ave, El Segundo, CA 90245 • 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
J.P. Morgan Securities Llc Rolling Hills CA 04/2018 05/2020
Ebth Inc Los Angeles CA 03/2017 03/2018
Paychex Inc Culver City CA 09/2014 04/2017
Jp Morgan Chase Bank, N.A. Rolling Hills CA 04/2018 05/2020
Unemployed San Pedro CA 03/2018 03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Pedro CA 05/2020 Present
Bank Of America, N.A. San Pedro CA 05/2020 Present
  • 04/2018 → 05/2020
    J.P. Morgan Securities Llc
    Rolling Hills, CA
  • 03/2017 → 03/2018
    Ebth Inc
    Los Angeles, CA
  • 09/2014 → 04/2017
    Paychex Inc
    Culver City, CA
  • 04/2018 → 05/2020
    Jp Morgan Chase Bank, N.A.
    Rolling Hills, CA
  • 03/2018 → 03/2018
    Unemployed
    San Pedro, CA
  • 05/2020 → Present
    San Pedro, CA
  • 05/2020 → Present
    Bank Of America, N.A.
    San Pedro, CA
Other Businesses

I*3370280 Entity Type: Entity For Profit Name of OBA: Perez Baseball Address: San Pedro, California, 90732 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 12/29/2025 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: To help my son with baseball advice and lessons. I want to offer coaching to my son as well as other teammates of his. Provide baseball activity plans and feedback for development

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-12
S63 Uniform Securities Agent State Law Examination 2018-05-16
  • S66 Uniform Combined State Law Examination
    2020-07-12
  • S63 Uniform Securities Agent State Law Examination
    2018-05-16

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