Donna Lail

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Claim This Profile

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-08-01
MD	RA	APPROVED	2018-01-09

TX RA
APPROVED_RES

Since 2019-08-01
MD RA
APPROVED

Since 2018-01-09

Branch Locations

7 Roszel Rd, Princeton, NJ 08540 • United States

30 W Patrick St, Frederick, MD 21701 • United States

Bel Air, MD • 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
M&T Bank	Nottingham	MD	03/2016	12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bel Air	MD	12/2017	Present
Bank Of America, N.A.	Bel Air	MD	02/2018	Present

03/2016 → 12/2017

M&T Bank

Nottingham, MD
12/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bel Air, MD
02/2018 → Present

Bank Of America, N.A.

Bel Air, MD

Previous Registrations

2016-04-01 → 2017-12-19

M&T Securities, Inc.

Nottingham, MD

Timonium, MD
2013-07-25 → 2016-03-02

Pnc Wealth Management Llc

Tinley Park, IL

Evanston, IL

Merrillville, IN

Fort Wayne, IN
2012-04-23 → 2013-05-23

Wells Fargo Clearing Services, Llc

Chicago, IL
2010-09-15 → 2011-11-03

Wells Fargo Clearing Services, Llc

Merrillville, IN
2009-07-15 → 2010-08-18

Valic Financial Advisors, Inc.

Carmel, IN
2006-10-03 → 2008-08-01

Ameriprise Financial Services, Llc

Minneapolis, MN

Minneapolis, MN

Minneapolis, MN
2003-08-21 → 2004-11-05

Cuna Brokerage Services, Inc.

Crown Point, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-16
S65	Uniform Investment Adviser Law Examination	2001-03-20
S63	Uniform Securities Agent State Law Examination	1988-12-14

S66 Uniform Combined State Law Examination

2013-08-16
S65 Uniform Investment Adviser Law Examination

2001-03-20
S63 Uniform Securities Agent State Law Examination

1988-12-14

Other Names

Donna Renick
Donna Lucylle Lail
Donna Lucille Lail

View on SEC IAPD

Other Firms

BLACKROCK INVESTMENT MANAGEMENT, LLC

SONGBIRD CAPITAL, LLC

J.P. MORGAN SECURITIES LLC

SYSTEMATIC ALPHA INVESTMENTS, LLC

PNC WEALTH MANAGEMENT LLC

RBC CAPITAL MARKETS, LLC

WATERMARK GROUP, INC.

PRINCETON EQUITY GROUP

Other Investors

DAVID WILLIAM SMITH

JOHN FRANCIS RYAN

ERICA DORAY SEREMETA

DUANE THOMAS LIEDL

MANUEL DAVID SEIDNER

RICHARD DALE WOLFE

MICHAEL JON HEILBRONN

ANGELA MARIE LIBRIZZI

Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ

SONGBIRD CAPITAL, LLC · PRINCETON, NJ

J.P. MORGAN SECURITIES LLC · Princeton, NJ

SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ

PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ

RBC CAPITAL MARKETS, LLC · Princeton, NJ

WATERMARK GROUP, INC. · PRINCETON, NJ

PRINCETON EQUITY GROUP · PRINCETON, NJ

More in Princeton, NJ

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor