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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 2009-10-23
  • TX RA
    APPROVED
    Since 2009-10-23

Branch Locations

1 Cowboys Way, Frisco, TX 75034 • 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 Plano TX 10/2009 Present
Bank Of America,N.A. Frisco TX 06/2011 Present
Previous Registrations
  • 1999-03-31 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Plano, TX
    Plano, TX
    Dallas, TX
    Plano, TX
Other Businesses

I*, 1556306Name of OBA:BMC LLC Address: The Colony, Texas Investment Related: No Position, Title, Association: OwnerEmployee Start Date: 04/13/2023No Hours: Yearly No Hours during trading:0 Duties: Boat and Boat Dock partial ownership acct set up for expenses I*, 2775261 Entity Type: Entity Charitable Name of OBA: Women's Auxiliary to Children's Hospital Address: Plano, Texas 75024 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 08/21/2025 No Hours: 10 hours per year No Hours during trading: 0 Duties: I am co-chairing ( volunteer only) for the Women's Auxiliary to Children's Medical Center for their annual " Boo " Campaign. I do not get paid in any way. The Fall Campaign is to sell "Boo" Signs for $25 each and all proceeds go to the Children's Hospital. My responsibilities will be to tell people about the signs , to deliver the signs to whoever buys them. They buy them directly with QR code on back of sign so proceeds go directly to Childrens hospital

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-22
S63 Uniform Securities Agent State Law Examination 1988-07-13
  • S65 Uniform Investment Adviser Law Examination
    1997-08-22
  • S63 Uniform Securities Agent State Law Examination
    1988-07-13
Other Names
  • Julie Julaine Turner
  • Giles Turner
  • Elam Turner
  • Jeanie Turner
  • Julie Giles
  • Julie Elam
  • Julie Julaine Cichy
  • Julie Julaine Cichy

View on SEC IAPD

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