Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-26
CA RA APPROVED 2024-06-01
  • TX RA
    APPROVED
    Since 2024-07-26
  • CA RA
    APPROVED
    Since 2024-06-01

Branch Locations

2049 Century Park E, Los Angeles, CA 90067 • 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 Santa Monica CA 08/2022 Present
Jpmorgan Chase Newbury Park CA 09/2019 08/2022
Wetzels Pretzels Thousand Oaks CA 05/2018 09/2019
Newbury Park High School Newbury Park CA 08/2014 06/2018
Bank Of America, N.A Santa Monica CA 02/2024 Present
  • 08/2022 → Present
    Santa Monica, CA
  • 09/2019 → 08/2022
    Jpmorgan Chase
    Newbury Park, CA
  • 05/2018 → 09/2019
    Wetzels Pretzels
    Thousand Oaks, CA
  • 08/2014 → 06/2018
    Newbury Park High School
    Newbury Park, CA
  • 02/2024 → Present
    Bank Of America, N.A
    Santa Monica, CA
Other Businesses

I*2191271, Entity Type: Entity For Profit, Name of OBA: Katana Sports, Address: Miami, Florida, 33146, Investment Related: N, Position, Title, Association: Other, Employee State Date: 02/08/2025, No04/14/2025 Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: The company sells copper tape. This tape is meant to enhance the performance of pickleball paddles and tennis rackets. My role would be as an affiliate. If I refer people to their website for this product and they purchase with my discount code, I*2196277, Entity Type: , Name of OBA: El Caballero Country Club, Address: Tarzana , California, 91356, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01-Mar-2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: El Caballero is a country club located in Tarzana. The club emphasizes their mission on their tax forms as "to promote the benefit, pleasure and recreation of members by owning, operating and managing a non profit golf and social club". I would be independently contracted as a pickleball coach. Members would sign up for classes and lessons through the club, and I would be paid by the club. I am currently obtaining my Pickleball Coaching International lvl 1 license, which provides me liability insurance in the instance of claims. I would be coaching/instructing individuals in pickleball with gameplay, strategy and technique. I could also be asked to coach individual pickleball lessons. I*: 2323284 Entity Type: For Profit Name of OBA: Incrediwear Address: Chico, CA 95973 Investment Related: No Position, Title, Association: Affiliate Employee Start Date: 04/14/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Incrediwear is a wearable anti inflammatory sleeve meant to increase blood flow to the targeted areas. There is no expectation of responsibilities for the company. I act as an affiliate, meaning if someone uses my link or discount code, I can receive commission. There is no quota or expectation of sale though. I*2417274, Entity Type: Entity For Profit, Name of OBA: Lumi Lumi Vision LLC, Address: Northridge, California, 91324, Investment Related: N, Position, Title, Association: Other, Employee State Date: 04/25/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: The entity is an eyewear company. In my recreational and competitive pickleball play, eye safety is becoming more important. This company looks to provide eyewear designed with pickleball in mind, at one of the most affordable price points in the game. My expectation is to wear the protective eyewear in my competitive play and while coaching and to have the brand tagged in my pickleball related posts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-30
  • S66 Uniform Combined State Law Examination
    2024-05-30
Other Names
  • Matt Melgar

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor