Paul Barnet Lehrman

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-06-09
WA	RA	APPROVED	2022-12-07
CA	RA	APPROVED	2019-11-12
VT	RA	APPROVED	2017-03-09
NH	RA	APPROVED	2016-04-27
TX	RA	APPROVED_RES	2012-12-06
OH	RA	APPROVED	2006-08-09

WI RA
APPROVED

Since 2026-06-09
WA RA
APPROVED

Since 2022-12-07
CA RA
APPROVED

Since 2019-11-12
VT RA
APPROVED

Since 2017-03-09
NH RA
APPROVED

Since 2016-04-27
TX RA
APPROVED_RES

Since 2012-12-06
OH RA
APPROVED

Since 2006-08-09

Branch Locations

833 E Michigan St, Milwaukee, WI 53202 • United States

Mercer Island, WA • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Akron	OH	07/2006	Present

07/2006 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Akron, OH

Previous Registrations

2001-03-29 → 2006-06-06

Morgan Stanley Dw Inc.

Beachwood, OH

Other Businesses

I*1754277 Entity Type, Name of OBA: Entity CharitableBellevue Chamber of Commerce Address: BellevueWashington98004 Investment Related: No Compensation: No Position, Title, Association: Committee Employee Start Date: 04/29/2024 No Hours: Weekly No Hours during trading: 6 Duties: representing Bank of America on the Chamber board

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-02-24
S63	Uniform Securities Agent State Law Examination	1987-07-29

S65 Uniform Investment Adviser Law Examination

2001-02-24
S63 Uniform Securities Agent State Law Examination

1987-07-29

View on SEC IAPD