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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 2024-11-14
TX RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED
    Since 2024-11-14

Branch Locations

6000 Meadows Rd, Lake Oswego, OR 97035 • 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 Beaverton OR 03/2023 Present
Quinn's Well Pump And Filtration Grants Pass OR 03/2022 02/2023
Rural Metro Fire Grants Pass OR 12/2019 03/2023
Jackson County Fire District 3 White City OR 09/2018 03/2020
Oregon Department Of Forestry Grants Pass OR 06/2019 09/2019
Dutch Bros. Coffee Grants Pass OR 04/2016 03/2019
Grants Pass High School Grants Pass OR 09/2013 01/2018
Rogue Community College Ashland OR 09/2018 12/2022
Bank Of America, N.A. Beaverton OR 09/2024 Present
  • 03/2023 → Present
    Beaverton, OR
  • 03/2022 → 02/2023
    Quinn's Well Pump And Filtration
    Grants Pass, OR
  • 12/2019 → 03/2023
    Rural Metro Fire
    Grants Pass, OR
  • 09/2018 → 03/2020
    Jackson County Fire District 3
    White City, OR
  • 06/2019 → 09/2019
    Oregon Department Of Forestry
    Grants Pass, OR
  • 04/2016 → 03/2019
    Dutch Bros. Coffee
    Grants Pass, OR
  • 09/2013 → 01/2018
    Grants Pass High School
    Grants Pass, OR
  • 09/2018 → 12/2022
    Rogue Community College
    Ashland, OR
  • 09/2024 → Present
    Bank Of America, N.A.
    Beaverton, OR
Other Businesses

I*3742289 Entity Type: Entity For Profit Name of OBA: Ebay Address: San Jose, California, 95125 Investment Related: No Position, Title, Association: Other Employee Start Date: 02/09/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Selling Sports cards out of my personal collection Posting, selling, shipping sports cards on my own time

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-24
  • S66 Uniform Combined State Law Examination
    2024-09-24
Other Names
  • Joshua Stevens

View on SEC IAPD

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