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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-07
  • CA RA
    APPROVED
    Since 2025-02-07

Branch Locations

901 Via Piemonte, Ontario, CA 91764 • United States

500 Newport Ctr Dr, Newport Beach, CA 92660 • 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 Ontario CA 06/2024 Present
Flagstar Bank Ontario CA 04/2020 06/2024
Jpmorgan Chase Whittier CA 03/2016 05/2020
Other Businesses

I*1884257 , Entity Type, For Profit Name of OBA:A .B DBA Adventure Concierge Address:riverside,CA,92503 Investment Related: NO Position, Title, Association: Officer Employee Start Date:12/29/2023 No Hours:1 WEEKLY No Hours during trading:0 Duties:Independent Travel Agent for Travelology. Booking custom travel experiences for individuals. I*, 1882295 Entity TypeFor Profit , Name of OBA: Clearwater Rentals Address: riverside,CA,92503 Investment Related:NO Position, Title, Association:General Partner/Managing Member Employee Start Date:07/08/2024 No Hours: 3 WEEKLY No Hours during trading: 0 Duties:This LLC was set-up as an operating entity for cars rented out via Turo.com. Users of this application participate in a ride sharing model. I'm using my own personal vehicles which are rented by users of the application on a short term basis. My responsibilities include: managing my profile on the Turo application, book rentals and ensure delivery and safe return of those vehicles. In addition, I will manage the general operations of the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-06
  • S66 Uniform Combined State Law Examination
    2025-02-06
Other Names
  • Aaron Paul Blackfelner

View on SEC IAPD

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