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Heidi Tsu-Sing Donaghe

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Temecula, 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 2024-10-11
CA RA APPROVED 2024-08-01
  • TX RA
    APPROVED
    Since 2024-10-11
  • CA RA
    APPROVED
    Since 2024-08-01

Branch Locations

3 Better World Cir, Temecula, CA 92590 • 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 Winchester CA 04/2024 Present
Target Temecula CA 10/2023 01/2024
Carmax Norco CA 09/2017 10/2023
Payless Shoesource Hemet CA 12/2005 09/2017
Bank Of America, N.A. Winchester CA 06/2024 Present
  • 04/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Winchester, CA
  • 10/2023 → 01/2024
    Target
    Temecula, CA
  • 09/2017 → 10/2023
    Carmax
    Norco, CA
  • 12/2005 → 09/2017
    Payless Shoesource
    Hemet, CA
  • 06/2024 → Present
    Bank Of America, N.A.
    Winchester, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-31
  • S66 Uniform Combined State Law Examination
    2024-07-31
Other Names
  • Heidi Tsu-Sing Cheng
  • Heidi T Donaghe

View on SEC IAPD

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