Brian Nelson Coburn

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2024-08-05
VA	RA	APPROVED	2024-08-05
TX	RA	APPROVED	2024-05-15
CA	RA	APPROVED	2024-04-04

ME RA
APPROVED

Since 2024-08-05
VA RA
APPROVED

Since 2024-08-05
TX RA
APPROVED

Since 2024-05-15
CA RA
APPROVED

Since 2024-04-04

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

1331 N California Blvd, Walnut Creek, CA 94596 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Walnut Creek	CA	01/2024	Present
San Ramon Valley Unified School District	Danville	CA	08/2001	06/2021
Homemaker	Alamo	CA	06/2021	12/2023
Bank Of America N.A.	Walnut Creek	CA	02/2024	Present

01/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA
08/2001 → 06/2021

San Ramon Valley Unified School District

Danville, CA
06/2021 → 12/2023

Homemaker

Alamo, CA
02/2024 → Present

Bank Of America N.A.

Walnut Creek, CA

Other Businesses

I*2076296, Entity Type Fiduciary, Name of OBA: B N C Trust GST2 Address: Alamo, California, 94507 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 04-Nov-2024 No Hours: 0 No Hours during trading: 0 Duties:I*2074289, Entity Type Fiduciary, Name of OBA: B N C Trust GST1 Address: Alamo, California, 94507 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 04-Nov-2024 No Hours: 0 No Hours during trading: 0 Duties:I*2172282, Entity Type: , Name of OBA: C C Gift Trust, Address: Alamo, California, 94507, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 05-Jan-2022, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:I*2173278, Entity Type: , Name of OBA: S C Gift Trust, Address: Alamo, California, 94507, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 05-Jan-2022, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-21

S66 Uniform Combined State Law Examination

2023-12-21

Other Names

Brian N Coburn

View on SEC IAPD