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Jonathan Solis

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pasadena, 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 2024-08-05
CA RA APPROVED 2024-07-02
  • TX RA
    APPROVED
    Since 2024-08-05
  • CA RA
    APPROVED
    Since 2024-07-02

Branch Locations

800 E Colorado Blvd, Pasadena, CA 91101 • 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
Bank Of America N.A. West Covina CA 01/2020 04/2024
Target Corporation Rosemead CA 12/2012 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Monrovia CA 01/2020 Present
Unemployed El Monte CA 08/2018 01/2020
California State University Los Angeles CA 06/2014 05/2017
University Of Arizona Global Campus Chandler AZ 10/2022 05/2024
Bank Of America N.A. Monrovia CA 05/2024 Present
  • 01/2020 → 04/2024
    Bank Of America N.A.
    West Covina, CA
  • 12/2012 → 08/2018
    Target Corporation
    Rosemead, CA
  • 01/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Monrovia, CA
  • 08/2018 → 01/2020
    Unemployed
    El Monte, CA
  • 06/2014 → 05/2017
    California State University
    Los Angeles, CA
  • 10/2022 → 05/2024
    University Of Arizona Global Campus
    Chandler, AZ
  • 05/2024 → Present
    Bank Of America N.A.
    Monrovia, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-01
  • S66 Uniform Combined State Law Examination
    2024-07-01

View on SEC IAPD

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CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
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MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
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