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Julie Anne Fellows

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-09-23
TX RA APPROVED 2013-01-24
  • GA RA
    APPROVED
    Since 2014-09-23
  • TX RA
    APPROVED
    Since 2013-01-24

Branch Locations

3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • 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 Atlanta GA 06/1986 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-09
S63 Uniform Securities Agent State Law Examination 1990-09-21
  • S65 Uniform Investment Adviser Law Examination
    2012-04-09
  • S63 Uniform Securities Agent State Law Examination
    1990-09-21
Other Names
  • Julie Anne Phillips

View on SEC IAPD

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