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Can Zhao

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Irvine, CA

New York, NY

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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 2025-01-02
CA RA APPROVED 2024-11-22
  • TX RA
    APPROVED
    Since 2025-01-02
  • CA RA
    APPROVED
    Since 2024-11-22

Branch Locations

100 Spectrum Center Dr, Irvine, CA 92618 • United States

One Bryant Park, New York, NY 10036 • 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 Irvine CA 05/2024 Present
Citibank N.A. Irvine CA 03/2022 05/2024
Wells Fargo Bank Irvine CA 05/2019 02/2022
Kcal Insurance Agency Irvine CA 01/2018 05/2019
Travel Hefei 10/2018 12/2018
Homemaking Irvine CA 06/2018 10/2018
California State University, Fullerton Fullerton CA 08/2015 05/2021
  • 05/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Irvine, CA
  • 03/2022 → 05/2024
    Citibank N.A.
    Irvine, CA
  • 05/2019 → 02/2022
    Wells Fargo Bank
    Irvine, CA
  • 01/2018 → 05/2019
    Kcal Insurance Agency
    Irvine, CA
  • 10/2018 → 12/2018
    Travel
    Hefei
  • 06/2018 → 10/2018
    Homemaking
    Irvine, CA
  • 08/2015 → 05/2021
    California State University, Fullerton
    Fullerton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-20
  • S66 Uniform Combined State Law Examination
    2024-11-20
Other Names
  • Mary Zhao

View on SEC IAPD

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