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Andrew Yadegar

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Livermore, CA

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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_RES 2024-07-31
CA RA APPROVED 2024-06-11
  • TX RA
    APPROVED_RES
    Since 2024-07-31
  • CA RA
    APPROVED
    Since 2024-06-11

Branch Locations

1748 Railroad Ave, Livermore, CA 94550 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tracy CA 04/2024 Present
Credible Carriers Llc San Francisco CA 06/2023 03/2024
Envision Toyota Of Milpitas Milpitas CA 09/2023 12/2023
209 Trucks Llc Stockton CA 01/2019 08/2023
Dlp Financial Stockton CA 07/2016 12/2018
San Jose State University San Jose CA 08/2015 05/2019
Bank Of America, N.A. Tracy CA 06/2024 Present
  • 04/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tracy, CA
  • 06/2023 → 03/2024
    Credible Carriers Llc
    San Francisco, CA
  • 09/2023 → 12/2023
    Envision Toyota Of Milpitas
    Milpitas, CA
  • 01/2019 → 08/2023
    209 Trucks Llc
    Stockton, CA
  • 07/2016 → 12/2018
    Dlp Financial
    Stockton, CA
  • 08/2015 → 05/2019
    San Jose State University
    San Jose, CA
  • 06/2024 → Present
    Bank Of America, N.A.
    Tracy, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2023-10-18

View on SEC IAPD

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Other Offices

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STATE FARM INVESTMENT MANAGEMENT CORP. · Livermore, CA
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